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 7-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 | $43,252 | $73,867-41.4% | $143,757-69.9% | $68,494-36.9% |
| Participation rate | 55.9% | 66.7%-10.8pp | 80.3%-24.4pp | 67.9%-12.0pp |
| Annual return | -15.29% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,028 | $3,184-67.7% | $4,951-79.2% | $2,596-60.4% |
| Participant deferral / active EE | $1,784 | $3,384-47.3% | $5,637-68.4% | $4,027-55.7% |
| Admin fee / account holder | $1,883 | $5,755-67.3% | $14,673-87.2% | $5,403-65.2% |