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 | $18,078 | $73,867-75.5% | $143,757-87.4% | $68,494-73.6% |
| Participation rate | 49.2% | 66.7%-17.5pp | 80.3%-31.1pp | 67.9%-18.7pp |
| Annual return | -16.23% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,447 | $3,184-54.6% | $4,951-70.8% | $2,596-44.3% |
| Participant deferral / active EE | $2,343 | $3,384-30.8% | $5,637-58.4% | $4,027-41.8% |
| Admin fee / account holder | $5,081 | $5,755-11.7% | $14,673-65.4% | $5,403-6.0% |