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 | $15,493 | $73,867-79.0% | $143,757-89.2% | $68,494-77.4% |
| Participation rate | 46.3% | 66.7%-20.3pp | 80.3%-34.0pp | 67.9%-21.6pp |
| Annual return | -17.54% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,697 | $3,184-46.7% | $4,951-65.7% | $2,596-34.6% |
| Participant deferral / active EE | $2,651 | $3,384-21.7% | $5,637-53.0% | $4,027-34.2% |
| Admin fee / account holder | $1,116 | $5,755-80.6% | $14,673-92.4% | $5,403-79.3% |