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 | $14,947 | $46,674-68.0% | $117,472-87.3% | $68,494-78.2% |
| Participation rate | 64.3% | 56.8%+7.5pp | 70.6%-6.3pp | 67.9%-3.6pp |
| Annual return | -14.02% | -14.52%+0.5pp | 29.74%-43.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,764 | $1,505+17.2% | $4,176-57.8% | $2,596-32.1% |
| Participant deferral / active EE | $2,510 | $2,636-4.8% | $4,070-38.3% | $4,027-37.7% |
| Admin fee / account holder | $6,316 | $4,020+57.1% | $5,645+11.9% | $5,403+16.9% |