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 | $45,732 | $73,004-37.4% | $90,749-49.6% | $68,494-33.2% |
| Participation rate | 38.1% | 70.8%-32.7pp | 75.7%-37.5pp | 67.9%-29.7pp |
| Annual return | -17.05% | -13.81%-3.2pp | -12.16%-4.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $767 | $2,193-65.0% | $2,921-73.7% | $2,596-70.5% |
| Participant deferral / active EE | $1,659 | $3,627-54.3% | $4,564-63.7% | $4,027-58.8% |
| Admin fee / account holder | $21,674 | $5,896+267.6% | $8,445+156.7% | $5,403+301.2% |