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 | $10,265 | $42,383-75.8% | $76,523-86.6% | $64,186-84.0% |
| Participation rate | 39.3% | 58.1%-18.9pp | 68.0%-28.7pp | 69.6%-30.3pp |
| Annual return | -7.94% | -16.54%+8.6pp | -0.27%-7.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $373 | $1,563-76.1% | $2,647-85.9% | $2,381-84.3% |
| Participant deferral / active EE | $937 | $2,566-63.5% | $3,835-75.6% | $3,470-73.0% |
| Admin fee / account holder | $780 | $3,198-75.6% | $4,848-83.9% | $4,888-84.0% |