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 | $19,001 | $49,280-61.4% | $67,313-71.8% | $64,186-70.4% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.1%-13.5pp | 69.6%-14.0pp |
| Annual return | -6.74% | -1.39%-5.3pp | -4.08%-2.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $868 | $1,668-48.0% | $2,566-66.2% | $2,381-63.5% |
| Participant deferral / active EE | $1,078 | $2,484-56.6% | $3,568-69.8% | $3,470-68.9% |
| Admin fee / account holder | $804 | $3,863-79.2% | $4,507-82.2% | $4,888-83.6% |