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 5-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 | $43,937 | $57,354-23.4% | $83,848-47.6% | $64,186-31.5% |
| Participation rate | 65.5% | 68.6%-3.1pp | 76.1%-10.7pp | 69.6%-4.1pp |
| Annual return | -7.59% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $772 | $2,545-69.7% | $3,631-78.7% | $2,381-67.6% |
| Participant deferral / active EE | $2,688 | $2,993-10.2% | $4,082-34.1% | $3,470-22.5% |
| Admin fee / account holder | $5,029 | $4,046+24.3% | $5,478-8.2% | $4,888+2.9% |