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 | $41,607 | $42,894-3.0% | $60,874-31.7% | $68,494-39.3% |
| Participation rate | 41.9% | 66.8%-24.9pp | 73.1%-31.2pp | 67.9%-26.0pp |
| Annual return | -14.14% | -13.98%-0.2pp | 16.90%-31.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,210 | $1,978-38.8% | $2,701-55.2% | $2,596-53.4% |
| Participant deferral / active EE | $2,927 | $2,867+2.1% | $3,817-23.3% | $4,027-27.3% |
| Admin fee / account holder | $1,808 | $3,101-41.7% | $3,224-43.9% | $5,403-66.5% |