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 | $39,630 | $53,162-25.5% | $91,220-56.6% | $68,494-42.1% |
| Participation rate | 51.3% | 63.2%-11.9pp | 73.2%-21.9pp | 67.9%-16.6pp |
| Annual return | -13.82% | -3.14%-10.7pp | 114.01%-127.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,232 | $1,709-27.9% | $2,850-56.8% | $2,596-52.5% |
| Participant deferral / active EE | $2,680 | $2,974-9.9% | $4,234-36.7% | $4,027-33.4% |
| Admin fee / account holder | $1,638 | $4,493-63.6% | $5,420-69.8% | $5,403-69.7% |