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 | $41,229 | $73,867-44.2% | $143,757-71.3% | $68,494-39.8% |
| Participation rate | 36.1% | 66.7%-30.5pp | 80.3%-44.2pp | 67.9%-31.8pp |
| Annual return | -17.15% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,092 | $3,184-65.7% | $4,951-77.9% | $2,596-57.9% |
| Participant deferral / active EE | $2,231 | $3,384-34.1% | $5,637-60.4% | $4,027-44.6% |
| Admin fee / account holder | $10,280 | $5,755+78.6% | $14,673-29.9% | $5,403+90.3% |