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 | $16,990 | $48,265-64.8% | $68,791-75.3% | $68,494-75.2% |
| Participation rate | 48.0% | 60.7%-12.7pp | 69.0%-21.0pp | 67.9%-19.9pp |
| Annual return | -15.72% | -12.71%-3.0pp | -6.38%-9.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $477 | $1,829-73.9% | $2,655-82.0% | $2,596-81.6% |
| Participant deferral / active EE | $1,116 | $2,867-61.1% | $3,941-71.7% | $4,027-72.3% |
| Admin fee / account holder | $7,654 | $4,355+75.7% | $4,932+55.2% | $5,403+41.7% |