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 | $12,615 | $48,265-73.9% | $68,791-81.7% | $68,494-81.6% |
| Participation rate | 67.3% | 60.7%+6.6pp | 69.0%-1.7pp | 67.9%-0.6pp |
| Annual return | -14.95% | -12.71%-2.2pp | -6.38%-8.6pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,803 | $1,829-1.4% | $2,655-32.1% | $2,596-30.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,203 | $4,355-49.4% | $4,932-55.3% | $5,403-59.2% |