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 7-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 | $14,320 | $45,863-68.8% | $77,024-81.4% | $68,494-79.1% |
| Participation rate | 42.9% | 55.9%-13.1pp | 67.9%-25.0pp | 67.9%-25.0pp |
| Annual return | -18.32% | 1.72%-20.0pp | 42.32%-60.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $427 | $1,650-74.1% | $2,812-84.8% | $2,596-83.6% |
| Participant deferral / active EE | $1,717 | $2,962-42.0% | $4,426-61.2% | $4,027-57.4% |
| Admin fee / account holder | $1,806 | $3,041-40.6% | $5,425-66.7% | $5,403-66.6% |