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 | $19,194 | $53,596-64.2% | $90,645-78.8% | $64,186-70.1% |
| Participation rate | 42.7% | 64.5%-21.8pp | 74.0%-31.4pp | 69.6%-26.9pp |
| Annual return | -7.73% | 4.41%-12.1pp | 1.88%-9.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $319 | $1,503-78.8% | $2,532-87.4% | $2,381-86.6% |
| Participant deferral / active EE | $920 | $2,459-62.6% | $3,425-73.1% | $3,470-73.5% |
| Admin fee / account holder | $3,765 | $3,868-2.7% | $4,994-24.6% | $4,888-23.0% |