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 | $48,338 | $73,867-34.6% | $143,757-66.4% | $68,494-29.4% |
| Participation rate | 64.0% | 66.7%-2.7pp | 80.3%-16.3pp | 67.9%-3.9pp |
| Annual return | -10.69% | 1.01%-11.7pp | -0.04%-10.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $2,319 | $3,184-27.2% | $4,951-53.2% | $2,596-10.7% |
| Participant deferral / active EE | $3,671 | $3,384+8.5% | $5,637-34.9% | $4,027-8.9% |
| Admin fee / account holder | $70,253 | $5,755+1120.8% | $14,673+378.8% | $5,403+1200.3% |