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 6-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 | $17,462 | $73,867-76.4% | $143,757-87.9% | $68,494-74.5% |
| Participation rate | 52.5% | 66.7%-14.2pp | 80.3%-27.8pp | 67.9%-15.4pp |
| Annual return | -6.62% | 1.01%-7.6pp | -0.04%-6.6pp | -7.84%+1.2pp |
| Employer contribution / active EE | $658 | $3,184-79.3% | $4,951-86.7% | $2,596-74.7% |
| Participant deferral / active EE | $1,122 | $3,384-66.9% | $5,637-80.1% | $4,027-72.1% |
| Admin fee / account holder | $9,854 | $5,755+71.2% | $14,673-32.8% | $5,403+82.4% |