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 | $9,544 | $45,863-79.2% | $77,024-87.6% | $68,494-86.1% |
| Participation rate | 28.1% | 55.9%-27.8pp | 67.9%-39.8pp | 67.9%-39.8pp |
| Annual return | -17.94% | 1.72%-19.7pp | 42.32%-60.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $420 | $1,650-74.5% | $2,812-85.1% | $2,596-83.8% |
| Participant deferral / active EE | $1,194 | $2,962-59.7% | $4,426-73.0% | $4,027-70.4% |
| Admin fee / account holder | $830 | $3,041-72.7% | $5,425-84.7% | $5,403-84.6% |