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 | $42,536 | $73,867-42.4% | $143,757-70.4% | $68,494-37.9% |
| Participation rate | 61.1% | 66.7%-5.5pp | 80.3%-19.2pp | 67.9%-6.8pp |
| Annual return | -16.90% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,054 | $3,384+49.3% | $5,637-10.3% | $4,027+25.5% |
| Admin fee / account holder | $2,899 | $5,755-49.6% | $14,673-80.2% | $5,403-46.3% |