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 | $46,316 | $59,805-22.6% | $79,550-41.8% | $68,494-32.4% |
| Participation rate | 53.5% | 61.1%-7.6pp | 69.5%-16.0pp | 67.9%-14.4pp |
| Annual return | -18.29% | -12.30%-6.0pp | 0.16%-18.5pp | -7.84%-10.4pp |
| Employer contribution / active EE | $858 | $1,505-43.0% | $2,413-64.4% | $2,596-66.9% |
| Participant deferral / active EE | $3,022 | $3,024-0.1% | $3,985-24.2% | $4,027-25.0% |
| Admin fee / account holder | $1,956 | $4,835-59.5% | $6,832-71.4% | $5,403-63.8% |