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 | $45,470 | $73,867-38.4% | $143,757-68.4% | $68,494-33.6% |
| Participation rate | 57.0% | 66.7%-9.7pp | 80.3%-23.3pp | 67.9%-10.9pp |
| Annual return | -19.15% | 1.01%-20.2pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,524 | $3,184-52.1% | $4,951-69.2% | $2,596-41.3% |
| Participant deferral / active EE | $3,492 | $3,384+3.2% | $5,637-38.1% | $4,027-13.3% |
| Admin fee / account holder | $542 | $5,755-90.6% | $14,673-96.3% | $5,403-90.0% |