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 | $18,952 | $49,280-61.5% | $67,313-71.8% | $64,186-70.5% |
| Participation rate | 42.1% | 60.8%-18.7pp | 69.1%-27.0pp | 69.6%-27.5pp |
| Annual return | -7.88% | -1.39%-6.5pp | -4.08%-3.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $762 | $1,668-54.3% | $2,566-70.3% | $2,381-68.0% |
| Participant deferral / active EE | $863 | $2,484-65.2% | $3,568-75.8% | $3,470-75.1% |
| Admin fee / account holder | $1,968 | $3,863-49.0% | $4,507-56.3% | $4,888-59.7% |