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 | $22,879 | $54,229-57.8% | $70,092-67.4% | $68,494-66.6% |
| Participation rate | 62.7% | 64.5%-1.8pp | 70.5%-7.8pp | 67.9%-5.2pp |
| Annual return | -19.20% | -13.87%-5.3pp | 190.73%-209.9pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,100 | $2,018+4.1% | $2,559-17.9% | $2,596-19.1% |
| Participant deferral / active EE | $1,483 | $2,956-49.8% | $3,849-61.5% | $4,027-63.2% |
| Admin fee / account holder | $1,816 | $4,694-61.3% | $6,267-71.0% | $5,403-66.4% |