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 | $15,469 | $42,383-63.5% | $76,523-79.8% | $64,186-75.9% |
| Participation rate | 68.4% | 58.1%+10.3pp | 68.0%+0.4pp | 69.6%-1.1pp |
| Annual return | -6.08% | -16.54%+10.5pp | -0.27%-5.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $794 | $1,563-49.2% | $2,647-70.0% | $2,381-66.7% |
| Participant deferral / active EE | $1,252 | $2,566-51.2% | $3,835-67.3% | $3,470-63.9% |
| Admin fee / account holder | $864 | $3,198-73.0% | $4,848-82.2% | $4,888-82.3% |