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 | $18,587 | $73,867-74.8% | $143,757-87.1% | $68,494-72.9% |
| Participation rate | 63.8% | 66.7%-2.9pp | 80.3%-16.5pp | 67.9%-4.1pp |
| Annual return | -15.39% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,449 | $3,184-54.5% | $4,951-70.7% | $2,596-44.2% |
| Participant deferral / active EE | $2,237 | $3,384-33.9% | $5,637-60.3% | $4,027-44.4% |
| Admin fee / account holder | $3,914 | $5,755-32.0% | $14,673-73.3% | $5,403-27.6% |