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 | $25,358 | $42,383-40.2% | $76,523-66.9% | $64,186-60.5% |
| Participation rate | 45.5% | 58.1%-12.7pp | 68.0%-22.5pp | 69.6%-24.1pp |
| Annual return | -4.78% | -16.54%+11.8pp | -0.27%-4.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $768 | $1,563-50.9% | $2,647-71.0% | $2,381-67.7% |
| Participant deferral / active EE | $1,072 | $2,566-58.2% | $3,835-72.0% | $3,470-69.1% |
| Admin fee / account holder | $4,959 | $3,198+55.1% | $4,848+2.3% | $4,888+1.4% |