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 | $17,156 | $46,674-63.2% | $117,472-85.4% | $68,494-75.0% |
| Participation rate | 42.6% | 56.8%-14.2pp | 70.6%-28.0pp | 67.9%-25.3pp |
| Annual return | -14.70% | -14.52%-0.2pp | 29.74%-44.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $487 | $1,505-67.6% | $4,176-88.3% | $2,596-81.2% |
| Participant deferral / active EE | $1,534 | $2,636-41.8% | $4,070-62.3% | $4,027-61.9% |
| Admin fee / account holder | $326 | $4,020-91.9% | $5,645-94.2% | $5,403-94.0% |