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 | $38,018 | $73,867-48.5% | $143,757-73.6% | $68,494-44.5% |
| Participation rate | 64.2% | 66.7%-2.5pp | 80.3%-16.2pp | 67.9%-3.7pp |
| Annual return | -13.56% | 1.01%-14.6pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,222 | $3,184-61.6% | $4,951-75.3% | $2,596-52.9% |
| Participant deferral / active EE | $2,931 | $3,384-13.4% | $5,637-48.0% | $4,027-27.2% |
| Admin fee / account holder | $8,442 | $5,755+46.7% | $14,673-42.5% | $5,403+56.3% |