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 | $18,390 | $56,484-67.4% | $169,463-89.1% | $64,186-71.3% |
| Participation rate | 35.7% | 64.5%-28.8pp | 77.8%-42.1pp | 69.6%-33.9pp |
| Annual return | -7.22% | -1.55%-5.7pp | 1.83%-9.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $434 | $1,832-76.3% | $4,159-89.6% | $2,381-81.8% |
| Participant deferral / active EE | $1,243 | $3,448-63.9% | $5,277-76.4% | $3,470-64.2% |
| Admin fee / account holder | $1,432 | $4,174-65.7% | $9,109-84.3% | $4,888-70.7% |