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 | $13,240 | $42,383-68.8% | $76,523-82.7% | $64,186-79.4% |
| Participation rate | 66.2% | 58.1%+8.0pp | 68.0%-1.8pp | 69.6%-3.4pp |
| Annual return | -6.29% | -16.54%+10.2pp | -0.27%-6.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $780 | $1,563-50.1% | $2,647-70.5% | $2,381-67.2% |
| Participant deferral / active EE | $1,170 | $2,566-54.4% | $3,835-69.5% | $3,470-66.3% |
| Admin fee / account holder | $2,021 | $3,198-36.8% | $4,848-58.3% | $4,888-58.7% |