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 | $22,594 | $54,726-58.7% | $68,793-67.2% | $64,186-64.8% |
| Participation rate | 60.3% | 68.0%-7.8pp | 72.2%-12.0pp | 69.6%-9.3pp |
| Annual return | -7.26% | -1.62%-5.6pp | -4.63%-2.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,301 | $1,846-29.5% | $2,625-50.4% | $2,381-45.4% |
| Participant deferral / active EE | $2,117 | $2,626-19.4% | $3,311-36.1% | $3,470-39.0% |
| Admin fee / account holder | $1,190 | $4,027-70.4% | $5,131-76.8% | $4,888-75.6% |