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 | $19,250 | $140,578-86.3% | $100,671-80.9% | $125,391-84.6% |
| Participation rate | 60.0% | 80.4%-20.4pp | 70.7%-10.7pp | 83.2%-23.2pp |
| Annual return | -3.02% | 24.67%-27.7pp | 20.43%-23.5pp | 282.22%-285.2pp |
| Employer contribution / active EE | $373 | $5,965-93.7% | $4,012-90.7% | $4,866-92.3% |
| Participant deferral / active EE | $1,309 | $3,981-67.1% | $3,144-58.4% | $5,352-75.5% |
| Admin fee / account holder | $583 | $6,716-91.3% | $4,850-88.0% | $9,540-93.9% |