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 5-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 | $43,129 | $59,805-27.9% | $79,550-45.8% | $68,494-37.0% |
| Participation rate | 38.8% | 61.1%-22.3pp | 69.5%-30.7pp | 67.9%-29.1pp |
| Annual return | -15.90% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,372 | $1,505-8.8% | $2,413-43.1% | $2,596-47.2% |
| Participant deferral / active EE | $2,501 | $3,024-17.3% | $3,985-37.2% | $4,027-37.9% |
| Admin fee / account holder | $4,928 | $4,835+1.9% | $6,832-27.9% | $5,403-8.8% |