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 | $45,217 | $110,094-58.9% | $151,611-70.2% | $68,494-34.0% |
| Participation rate | 69.4% | 84.0%-14.5pp | 87.5%-18.1pp | 67.9%+1.6pp |
| Annual return | -15.41% | -10.12%-5.3pp | 3.33%-18.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,871 | $4,471-58.2% | $6,166-69.7% | $2,596-27.9% |
| Participant deferral / active EE | $3,978 | $6,527-39.1% | $8,363-52.4% | $4,027-1.2% |
| Admin fee / account holder | $3,726 | $7,719-51.7% | $11,616-67.9% | $5,403-31.0% |