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 | $9,334 | $45,863-79.6% | $77,024-87.9% | $68,494-86.4% |
| Participation rate | 56.9% | 55.9%+0.9pp | 67.9%-11.0pp | 67.9%-11.0pp |
| Annual return | -17.17% | 1.72%-18.9pp | 42.32%-59.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $813 | $1,650-50.7% | $2,812-71.1% | $2,596-68.7% |
| Participant deferral / active EE | $2,278 | $2,962-23.1% | $4,426-48.5% | $4,027-43.4% |
| Admin fee / account holder | $2,174 | $3,041-28.5% | $5,425-59.9% | $5,403-59.8% |