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 8-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 | $12,656 | $45,863-72.4% | $77,024-83.6% | $68,494-81.5% |
| Participation rate | 57.4% | 55.9%+1.4pp | 67.9%-10.6pp | 67.9%-10.5pp |
| Annual return | -19.20% | 1.72%-20.9pp | 42.32%-61.5pp | -7.84%-11.4pp |
| Employer contribution / active EE | $315 | $1,650-80.9% | $2,812-88.8% | $2,596-87.9% |
| Participant deferral / active EE | $2,402 | $2,962-18.9% | $4,426-45.7% | $4,027-40.4% |
| Admin fee / account holder | $923 | $3,041-69.7% | $5,425-83.0% | $5,403-82.9% |