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 | $45,337 | $49,280-8.0% | $67,313-32.6% | $64,186-29.4% |
| Participation rate | 60.3% | 60.8%-0.5pp | 69.1%-8.8pp | 69.6%-9.3pp |
| Annual return | -6.13% | -1.39%-4.7pp | -4.08%-2.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $746 | $1,668-55.3% | $2,566-70.9% | $2,381-68.7% |
| Participant deferral / active EE | $1,571 | $2,484-36.8% | $3,568-56.0% | $3,470-54.7% |
| Admin fee / account holder | $9,938 | $3,863+157.3% | $4,507+120.5% | $4,888+103.3% |