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 | $42,976 | $81,900-47.5% | $119,609-64.1% | $68,494-37.3% |
| Participation rate | 52.5% | 71.9%-19.4pp | 79.3%-26.8pp | 67.9%-15.4pp |
| Annual return | -8.45% | -23.82%+15.4pp | -14.97%+6.5pp | -7.84%-0.6pp |
| Employer contribution / active EE | $851 | $2,693-68.4% | $4,232-79.9% | $2,596-67.2% |
| Participant deferral / active EE | $2,134 | $4,148-48.6% | $5,602-61.9% | $4,027-47.0% |
| Admin fee / account holder | $9,159 | $6,582+39.2% | $10,323-11.3% | $5,403+69.5% |