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 | $40,423 | $49,280-18.0% | $67,313-39.9% | $64,186-37.0% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -7.64% | -1.39%-6.2pp | -4.08%-3.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,068 | $1,668-36.0% | $2,566-58.4% | $2,381-55.1% |
| Participant deferral / active EE | $1,268 | $2,484-48.9% | $3,568-64.5% | $3,470-63.4% |
| Admin fee / account holder | $1,633 | $3,863-57.7% | $4,507-63.8% | $4,888-66.6% |