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 | $45,959 | $48,265-4.8% | $68,791-33.2% | $68,494-32.9% |
| Participation rate | 31.1% | 60.7%-29.6pp | 69.0%-37.9pp | 67.9%-36.8pp |
| Annual return | -14.84% | -12.71%-2.1pp | -6.38%-8.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $856 | $1,829-53.2% | $2,655-67.8% | $2,596-67.0% |
| Participant deferral / active EE | $1,887 | $2,867-34.2% | $3,941-52.1% | $4,027-53.1% |
| Admin fee / account holder | $1,864 | $4,355-57.2% | $4,932-62.2% | $5,403-65.5% |