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 | $11,641 | $45,863-74.6% | $77,024-84.9% | $68,494-83.0% |
| Participation rate | 51.1% | 55.9%-4.8pp | 67.9%-16.8pp | 67.9%-16.8pp |
| Annual return | -15.22% | 1.72%-16.9pp | 42.32%-57.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $366 | $1,650-77.8% | $2,812-87.0% | $2,596-85.9% |
| Participant deferral / active EE | $1,033 | $2,962-65.1% | $4,426-76.7% | $4,027-74.3% |
| Admin fee / account holder | $667 | $3,041-78.1% | $5,425-87.7% | $5,403-87.7% |