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 5-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 | $8,292 | $45,863-81.9% | $77,024-89.2% | $68,494-87.9% |
| Participation rate | 48.8% | 55.9%-7.1pp | 67.9%-19.1pp | 67.9%-19.1pp |
| Annual return | -6.99% | 1.72%-8.7pp | 42.32%-49.3pp | -7.84%+0.8pp |
| Employer contribution / active EE | $1,085 | $1,650-34.2% | $2,812-61.4% | $2,596-58.2% |
| Participant deferral / active EE | $2,142 | $2,962-27.7% | $4,426-51.6% | $4,027-46.8% |
| Admin fee / account holder | $3,262 | $3,041+7.3% | $5,425-39.9% | $5,403-39.6% |