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 | $36,241 | $73,004-50.4% | $90,749-60.1% | $68,494-47.1% |
| Participation rate | 50.7% | 70.8%-20.2pp | 75.7%-25.0pp | 67.9%-17.2pp |
| Annual return | -17.57% | -13.81%-3.8pp | -12.16%-5.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,429 | $2,193-34.9% | $2,921-51.1% | $2,596-45.0% |
| Participant deferral / active EE | $2,569 | $3,627-29.2% | $4,564-43.7% | $4,027-36.2% |
| Admin fee / account holder | $3,762 | $5,896-36.2% | $8,445-55.5% | $5,403-30.4% |