See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,041 | $73,867-79.6% | $143,757-89.5% | $68,494-78.0% |
| Participation rate | 48.1% | 66.7%-18.5pp | 80.3%-32.2pp | 67.9%-19.7pp |
| Annual return | -17.71% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,166 | $3,184-63.4% | $4,951-76.4% | $2,596-55.1% |
| Participant deferral / active EE | $1,841 | $3,384-45.6% | $5,637-67.3% | $4,027-54.3% |
| Admin fee / account holder | $1,410 | $5,755-75.5% | $14,673-90.4% | $5,403-73.9% |