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 | $50,113 | $73,867-32.2% | $143,757-65.1% | $68,494-26.8% |
| Participation rate | 46.0% | 66.7%-20.7pp | 80.3%-34.3pp | 67.9%-21.9pp |
| Annual return | -15.93% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,004 | $3,184-68.5% | $4,951-79.7% | $2,596-61.3% |
| Participant deferral / active EE | $2,971 | $3,384-12.2% | $5,637-47.3% | $4,027-26.2% |
| Admin fee / account holder | $3,480 | $5,755-39.5% | $14,673-76.3% | $5,403-35.6% |