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 | $14,510 | $95,862-84.9% | $79,550-81.8% | $134,475-89.2% |
| Participation rate | 41.7% | 75.0%-33.4pp | 69.5%-27.8pp | 81.2%-39.6pp |
| Annual return | -15.00% | -2.69%-12.3pp | 0.16%-15.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $876 | $3,128-72.0% | $2,413-63.7% | $4,740-81.5% |
| Participant deferral / active EE | $2,276 | $4,693-51.5% | $3,985-42.9% | $6,400-64.4% |
| Admin fee / account holder | $4,077 | $9,126-55.3% | $6,832-40.3% | $11,426-64.3% |