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 | $17,865 | $57,354-68.9% | $83,848-78.7% | $64,186-72.2% |
| Participation rate | 65.5% | 68.6%-3.1pp | 76.1%-10.7pp | 69.6%-4.1pp |
| Annual return | -7.04% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $636 | $2,545-75.0% | $3,631-82.5% | $2,381-73.3% |
| Participant deferral / active EE | $1,284 | $2,993-57.1% | $4,082-68.5% | $3,470-63.0% |
| Admin fee / account holder | $2,783 | $4,046-31.2% | $5,478-49.2% | $4,888-43.1% |