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 | $43,123 | $71,883-40.0% | $86,677-50.2% | $68,494-37.0% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -17.77% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $977 | $2,173-55.0% | $2,836-65.6% | $2,596-62.4% |
| Participant deferral / active EE | $1,997 | $3,779-47.1% | $4,656-57.1% | $4,027-50.4% |
| Admin fee / account holder | $1,104 | $6,112-81.9% | $7,493-85.3% | $5,403-79.6% |