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 | $52,390 | $73,004-28.2% | $90,749-42.3% | $68,494-23.5% |
| Participation rate | 46.9% | 70.8%-24.0pp | 75.7%-28.8pp | 67.9%-21.0pp |
| Annual return | -16.60% | -13.81%-2.8pp | -12.16%-4.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $743 | $2,193-66.1% | $2,921-74.6% | $2,596-71.4% |
| Participant deferral / active EE | $2,651 | $3,627-26.9% | $4,564-41.9% | $4,027-34.2% |
| Admin fee / account holder | $6,719 | $5,896+14.0% | $8,445-20.4% | $5,403+24.4% |