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 | $41,296 | $45,863-10.0% | $77,024-46.4% | $68,494-39.7% |
| Participation rate | 50.0% | 55.9%-5.9pp | 67.9%-17.9pp | 67.9%-17.9pp |
| Annual return | -16.78% | 1.72%-18.5pp | 42.32%-59.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,978 | $1,650+141.1% | $2,812+41.5% | $2,596+53.2% |
| Participant deferral / active EE | $7,714 | $2,962+160.4% | $4,426+74.3% | $4,027+91.6% |
| Admin fee / account holder | $2,199 | $3,041-27.7% | $5,425-59.5% | $5,403-59.3% |