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 | $41,403 | $82,286-49.7% | $68,791-39.8% | $134,475-69.2% |
| Participation rate | 68.8% | 75.1%-6.3pp | 69.0%-0.3pp | 81.2%-12.5pp |
| Annual return | -15.98% | -2.19%-13.8pp | -6.38%-9.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,639 | $3,301-50.3% | $2,655-38.3% | $4,740-65.4% |
| Participant deferral / active EE | $2,834 | $4,739-40.2% | $3,941-28.1% | $6,400-55.7% |
| Admin fee / account holder | $586 | $6,481-91.0% | $4,932-88.1% | $11,426-94.9% |