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 7-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 | $18,411 | $73,867-75.1% | $143,757-87.2% | $68,494-73.1% |
| Participation rate | 52.8% | 66.7%-13.9pp | 80.3%-27.5pp | 67.9%-15.1pp |
| Annual return | -15.76% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,516 | $3,184-52.4% | $4,951-69.4% | $2,596-41.6% |
| Participant deferral / active EE | $2,670 | $3,384-21.1% | $5,637-52.6% | $4,027-33.7% |
| Admin fee / account holder | $1,800 | $5,755-68.7% | $14,673-87.7% | $5,403-66.7% |