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 | $35,863 | $42,894-16.4% | $60,874-41.1% | $68,494-47.6% |
| Participation rate | 53.9% | 66.8%-12.8pp | 73.1%-19.2pp | 67.9%-13.9pp |
| Annual return | -16.19% | -13.98%-2.2pp | 16.90%-33.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,403 | $1,978-29.1% | $2,701-48.1% | $2,596-46.0% |
| Participant deferral / active EE | $3,607 | $2,867+25.8% | $3,817-5.5% | $4,027-10.4% |
| Admin fee / account holder | $12,883 | $3,101+315.5% | $3,224+299.6% | $5,403+138.4% |