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 | $52,745 | $42,383+24.4% | $76,523-31.1% | $64,186-17.8% |
| Participation rate | 43.3% | 58.1%-14.8pp | 68.0%-24.7pp | 69.6%-26.2pp |
| Annual return | -3.51% | -16.54%+13.0pp | -0.27%-3.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,410 | $1,563-9.8% | $2,647-46.7% | $2,381-40.8% |
| Participant deferral / active EE | $2,313 | $2,566-9.9% | $3,835-39.7% | $3,470-33.3% |
| Admin fee / account holder | $12,965 | $3,198+305.4% | $4,848+167.4% | $4,888+165.2% |