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 | $11,432 | $45,863-75.1% | $77,024-85.2% | $68,494-83.3% |
| Participation rate | 61.8% | 55.9%+5.9pp | 67.9%-6.1pp | 67.9%-6.1pp |
| Annual return | -6.16% | 1.72%-7.9pp | 42.32%-48.5pp | -7.84%+1.7pp |
| Employer contribution / active EE | $4,057 | $1,650+146.0% | $2,812+44.3% | $2,596+56.3% |
| Participant deferral / active EE | $3,069 | $2,962+3.6% | $4,426-30.7% | $4,027-23.8% |
| Admin fee / account holder | $432 | $3,041-85.8% | $5,425-92.0% | $5,403-92.0% |