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 | $42,501 | $59,805-28.9% | $79,550-46.6% | $68,494-37.9% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.5%-11.8pp | 67.9%-10.2pp |
| Annual return | -15.70% | -12.30%-3.4pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $528 | $1,505-64.9% | $2,413-78.1% | $2,596-79.7% |
| Participant deferral / active EE | $4,428 | $3,024+46.4% | $3,985+11.1% | $4,027+9.9% |
| Admin fee / account holder | $1,139 | $4,835-76.4% | $6,832-83.3% | $5,403-78.9% |