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 | $47,137 | $71,883-34.4% | $86,677-45.6% | $68,494-31.2% |
| Participation rate | 53.6% | 72.2%-18.7pp | 76.6%-23.0pp | 67.9%-14.3pp |
| Annual return | -15.20% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,363 | $2,173-37.3% | $2,836-51.9% | $2,596-47.5% |
| Participant deferral / active EE | $2,670 | $3,779-29.3% | $4,656-42.6% | $4,027-33.7% |
| Admin fee / account holder | $348 | $6,112-94.3% | $7,493-95.4% | $5,403-93.6% |