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 | $47,551 | $73,867-35.6% | $143,757-66.9% | $68,494-30.6% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.6pp | 67.9%-1.2pp |
| Annual return | -17.12% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,100 | $3,184-34.0% | $4,951-57.6% | $2,596-19.1% |
| Participant deferral / active EE | $3,975 | $3,384+17.4% | $5,637-29.5% | $4,027-1.3% |
| Admin fee / account holder | $382 | $5,755-93.4% | $14,673-97.4% | $5,403-92.9% |