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 | $16,023 | $73,867-78.3% | $143,757-88.9% | $68,494-76.6% |
| Participation rate | 45.8% | 66.7%-20.9pp | 80.3%-34.5pp | 67.9%-22.1pp |
| Annual return | -18.39% | 1.01%-19.4pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $481 | $3,184-84.9% | $4,951-90.3% | $2,596-81.5% |
| Participant deferral / active EE | $1,669 | $3,384-50.7% | $5,637-70.4% | $4,027-58.6% |
| Admin fee / account holder | $2,455 | $5,755-57.3% | $14,673-83.3% | $5,403-54.6% |