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 7-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 | $16,775 | $48,265-65.2% | $68,791-75.6% | $68,494-75.5% |
| Participation rate | 61.8% | 60.7%+1.1pp | 69.0%-7.3pp | 67.9%-6.1pp |
| Annual return | -17.30% | -12.71%-4.6pp | -6.38%-10.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,287 | $1,829-29.6% | $2,655-51.5% | $2,596-50.4% |
| Participant deferral / active EE | $1,935 | $2,867-32.5% | $3,941-50.9% | $4,027-52.0% |
| Admin fee / account holder | $1,166 | $4,355-73.2% | $4,932-76.4% | $5,403-78.4% |