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 | $42,942 | $73,867-41.9% | $143,757-70.1% | $68,494-37.3% |
| Participation rate | 62.2% | 66.7%-4.5pp | 80.3%-18.1pp | 67.9%-5.7pp |
| Annual return | -17.49% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,340 | $3,184+36.3% | $4,951-12.3% | $2,596+67.2% |
| Participant deferral / active EE | $2,396 | $3,384-29.2% | $5,637-57.5% | $4,027-40.5% |
| Admin fee / account holder | $4,769 | $5,755-17.1% | $14,673-67.5% | $5,403-11.7% |