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 3-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 | $16,530 | $73,867-77.6% | $143,757-88.5% | $68,494-75.9% |
| Participation rate | 60.9% | 66.7%-5.7pp | 80.3%-19.4pp | 67.9%-7.0pp |
| Annual return | -13.65% | 1.01%-14.7pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,488 | $3,184-53.3% | $4,951-69.9% | $2,596-42.7% |
| Participant deferral / active EE | $2,736 | $3,384-19.2% | $5,637-51.5% | $4,027-32.1% |
| Admin fee / account holder | $856 | $5,755-85.1% | $14,673-94.2% | $5,403-84.2% |