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 | $38,366 | $71,883-46.6% | $86,677-55.7% | $68,494-44.0% |
| Participation rate | 65.2% | 72.2%-7.0pp | 76.6%-11.4pp | 67.9%-2.7pp |
| Annual return | -18.82% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,382 | $2,173-36.4% | $2,836-51.3% | $2,596-46.8% |
| Participant deferral / active EE | $3,480 | $3,779-7.9% | $4,656-25.3% | $4,027-13.6% |
| Admin fee / account holder | $28,210 | $6,112+361.6% | $7,493+276.5% | $5,403+422.2% |