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 | $19,978 | $46,674-57.2% | $117,472-83.0% | $68,494-70.8% |
| Participation rate | 31.6% | 56.8%-25.2pp | 70.6%-39.0pp | 67.9%-36.3pp |
| Annual return | -18.09% | -14.52%-3.6pp | 29.74%-47.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $459 | $1,505-69.5% | $4,176-89.0% | $2,596-82.3% |
| Participant deferral / active EE | $1,221 | $2,636-53.7% | $4,070-70.0% | $4,027-69.7% |
| Admin fee / account holder | $1,031 | $4,020-74.4% | $5,645-81.7% | $5,403-80.9% |