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 | $14,050 | $73,867-81.0% | $143,757-90.2% | $68,494-79.5% |
| Participation rate | 52.8% | 66.7%-13.9pp | 80.3%-27.5pp | 67.9%-15.1pp |
| Annual return | -16.70% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $793 | $3,184-75.1% | $4,951-84.0% | $2,596-69.5% |
| Participant deferral / active EE | $1,126 | $3,384-66.7% | $5,637-80.0% | $4,027-72.0% |
| Admin fee / account holder | $734 | $5,755-87.2% | $14,673-95.0% | $5,403-86.4% |