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 | $46,604 | $42,894+8.7% | $60,874-23.4% | $68,494-32.0% |
| Participation rate | 64.1% | 66.8%-2.7pp | 73.1%-9.0pp | 67.9%-3.8pp |
| Annual return | -15.86% | -13.98%-1.9pp | 16.90%-32.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,676 | $1,978-15.3% | $2,701-38.0% | $2,596-35.5% |
| Participant deferral / active EE | $3,874 | $2,867+35.1% | $3,817+1.5% | $4,027-3.8% |
| Admin fee / account holder | $12,509 | $3,101+303.4% | $3,224+288.0% | $5,403+131.5% |