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 | $42,548 | $48,265-11.8% | $68,791-38.1% | $68,494-37.9% |
| Participation rate | 48.1% | 60.7%-12.5pp | 69.0%-20.9pp | 67.9%-19.7pp |
| Annual return | -14.76% | -12.71%-2.1pp | -6.38%-8.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,371 | $1,829-25.0% | $2,655-48.3% | $2,596-47.2% |
| Participant deferral / active EE | $2,509 | $2,867-12.5% | $3,941-36.3% | $4,027-37.7% |
| Admin fee / account holder | $1,002 | $4,355-77.0% | $4,932-79.7% | $5,403-81.5% |