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 | $15,940 | $43,723-63.5% | $121,196-86.8% | $64,186-75.2% |
| Participation rate | 49.0% | 58.3%-9.3pp | 71.7%-22.8pp | 69.6%-20.6pp |
| Annual return | -6.38% | 68.91%-75.3pp | 16.93%-23.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $693 | $1,296-46.5% | $4,022-82.8% | $2,381-70.9% |
| Participant deferral / active EE | $1,184 | $2,280-48.0% | $3,344-64.6% | $3,470-65.9% |
| Admin fee / account holder | $1,679 | $3,501-52.1% | $5,019-66.6% | $4,888-65.7% |