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 | $17,867 | $45,863-61.0% | $77,024-76.8% | $68,494-73.9% |
| Participation rate | 64.4% | 55.9%+8.5pp | 67.9%-3.5pp | 67.9%-3.4pp |
| Annual return | -16.40% | 1.72%-18.1pp | 42.32%-58.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,233 | $1,650-25.3% | $2,812-56.2% | $2,596-52.5% |
| Participant deferral / active EE | $1,499 | $2,962-49.4% | $4,426-66.1% | $4,027-62.8% |
| Admin fee / account holder | $1,611 | $3,041-47.0% | $5,425-70.3% | $5,403-70.2% |