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 | $28,691 | $42,383-32.3% | $76,523-62.5% | $64,186-55.3% |
| Participation rate | 46.4% | 58.1%-11.7pp | 68.0%-21.6pp | 69.6%-23.1pp |
| Annual return | -2.99% | -16.54%+13.5pp | -0.27%-2.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,608 | $1,563+2.8% | $2,647-39.3% | $2,381-32.5% |
| Participant deferral / active EE | $1,869 | $2,566-27.2% | $3,835-51.3% | $3,470-46.1% |
| Admin fee / account holder | $20,400 | $3,198+537.9% | $4,848+320.8% | $4,888+317.3% |