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 | $45,501 | $73,867-38.4% | $143,757-68.3% | $68,494-33.6% |
| Participation rate | 28.1% | 66.7%-38.6pp | 80.3%-52.2pp | 67.9%-39.8pp |
| Annual return | -17.63% | 1.01%-18.6pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $466 | $3,184-85.4% | $4,951-90.6% | $2,596-82.0% |
| Participant deferral / active EE | $1,563 | $3,384-53.8% | $5,637-72.3% | $4,027-61.2% |
| Admin fee / account holder | $1,452 | $5,755-74.8% | $14,673-90.1% | $5,403-73.1% |