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 | $45,195 | $71,883-37.1% | $86,677-47.9% | $68,494-34.0% |
| Participation rate | 48.4% | 72.2%-23.9pp | 76.6%-28.2pp | 67.9%-19.5pp |
| Annual return | -16.82% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,182 | $2,173-45.6% | $2,836-58.3% | $2,596-54.5% |
| Participant deferral / active EE | $2,573 | $3,779-31.9% | $4,656-44.7% | $4,027-36.1% |
| Admin fee / account holder | $2,666 | $6,112-56.4% | $7,493-64.4% | $5,403-50.7% |