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 | $36,207 | $49,280-26.5% | $67,313-46.2% | $64,186-43.6% |
| Participation rate | 60.8% | 60.8%0pp | 69.1%-8.3pp | 69.6%-8.8pp |
| Annual return | -4.44% | -1.39%-3.0pp | -4.08%-0.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,008 | $1,668-39.6% | $2,566-60.7% | $2,381-57.7% |
| Participant deferral / active EE | $1,812 | $2,484-27.1% | $3,568-49.2% | $3,470-47.8% |
| Admin fee / account holder | $15,037 | $3,863+289.3% | $4,507+233.6% | $4,888+207.6% |