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 | $40,471 | $64,707-37.5% | $112,228-63.9% | $68,494-40.9% |
| Participation rate | 36.7% | 67.2%-30.5pp | 75.1%-38.4pp | 67.9%-31.2pp |
| Annual return | -16.90% | -11.40%-5.5pp | 27.45%-44.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,308 | $2,746-52.4% | $3,635-64.0% | $2,596-49.6% |
| Participant deferral / active EE | $2,712 | $3,565-23.9% | $4,728-42.6% | $4,027-32.7% |
| Admin fee / account holder | $8,350 | $5,232+59.6% | $6,410+30.3% | $5,403+54.6% |