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 7-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 | $17,845 | $48,265-63.0% | $68,791-74.1% | $68,494-73.9% |
| Participation rate | 64.8% | 60.7%+4.1pp | 69.0%-4.2pp | 67.9%-3.1pp |
| Annual return | -9.95% | -12.71%+2.8pp | -6.38%-3.6pp | -7.84%-2.1pp |
| Employer contribution / active EE | $1,403 | $1,829-23.3% | $2,655-47.2% | $2,596-46.0% |
| Participant deferral / active EE | $1,844 | $2,867-35.7% | $3,941-53.2% | $4,027-54.2% |
| Admin fee / account holder | $4,448 | $4,355+2.1% | $4,932-9.8% | $5,403-17.7% |