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 | $21,584 | $42,894-49.7% | $60,874-64.5% | $68,494-68.5% |
| Participation rate | 49.2% | 66.8%-17.6pp | 73.1%-23.9pp | 67.9%-18.7pp |
| Annual return | -16.86% | -13.98%-2.9pp | 16.90%-33.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $536 | $1,978-72.9% | $2,701-80.2% | $2,596-79.4% |
| Participant deferral / active EE | $1,269 | $2,867-55.7% | $3,817-66.8% | $4,027-68.5% |
| Admin fee / account holder | $314 | $3,101-89.9% | $3,224-90.3% | $5,403-94.2% |