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 9-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 | $19,395 | $58,577-66.9% | $83,333-76.7% | $64,186-69.8% |
| Participation rate | 62.5% | 72.0%-9.5pp | 77.8%-15.3pp | 69.6%-7.1pp |
| Annual return | -8.00% | 9.65%-17.6pp | 10.63%-18.6pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,752 | $4,654+45.1% | $5,565+21.3% | $3,470+94.6% |
| Admin fee / account holder | $1,990 | $9,275-78.5% | $7,510-73.5% | $4,888-59.3% |