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 | $46,233 | $50,958-9.3% | $74,550-38.0% | $64,186-28.0% |
| Participation rate | 55.8% | 61.1%-5.2pp | 69.1%-13.3pp | 69.6%-13.8pp |
| Annual return | -6.45% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,695 | $1,115+52.0% | $1,961-13.5% | $2,381-28.8% |
| Participant deferral / active EE | $3,581 | $2,301+55.6% | $3,108+15.2% | $3,470+3.2% |
| Admin fee / account holder | $15,059 | $4,223+256.6% | $5,060+197.6% | $4,888+208.1% |