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 | $19,983 | $95,862-79.2% | $79,550-74.9% | $134,475-85.1% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -19.80% | -2.69%-17.1pp | 0.16%-20.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,128 | $3,128-64.0% | $2,413-53.3% | $4,740-76.2% |
| Participant deferral / active EE | $3,221 | $4,693-31.4% | $3,985-19.2% | $6,400-49.7% |
| Admin fee / account holder | $3,487 | $9,126-61.8% | $6,832-49.0% | $11,426-69.5% |