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 6-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 | $15,533 | $25,979-40.2% | $71,735-78.3% | $68,494-77.3% |
| Participation rate | 65.5% | 54.5%+11.0pp | 62.3%+3.2pp | 67.9%-2.4pp |
| Annual return | -17.83% | -15.10%-2.7pp | 9.14%-27.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,491 | $900+65.5% | $1,704-12.5% | $2,596-42.6% |
| Participant deferral / active EE | $2,671 | $1,522+75.5% | $2,658+0.5% | $4,027-33.7% |
| Admin fee / account holder | $6,500 | $2,022+221.5% | $3,974+63.6% | $5,403+20.3% |