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 | $17,779 | $75,935-76.6% | $60,547-70.6% | $125,391-85.8% |
| Participation rate | 44.4% | 76.5%-32.1pp | 68.0%-23.5pp | 83.2%-38.7pp |
| Annual return | -3.18% | -5.38%+2.2pp | 335.64%-338.8pp | 282.22%-285.4pp |
| Employer contribution / active EE | $752 | $3,438-78.1% | $2,419-68.9% | $4,866-84.6% |
| Participant deferral / active EE | $1,150 | $4,506-74.5% | $3,328-65.4% | $5,352-78.5% |
| Admin fee / account holder | $341 | $6,768-95.0% | $4,536-92.5% | $9,540-96.4% |