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 | $44,003 | $73,867-40.4% | $143,757-69.4% | $68,494-35.8% |
| Participation rate | 62.2% | 66.7%-4.4pp | 80.3%-18.1pp | 67.9%-5.7pp |
| Annual return | -9.89% | 1.01%-10.9pp | -0.04%-9.9pp | -7.84%-2.0pp |
| Employer contribution / active EE | $781 | $3,184-75.5% | $4,951-84.2% | $2,596-69.9% |
| Participant deferral / active EE | $1,911 | $3,384-43.5% | $5,637-66.1% | $4,027-52.5% |
| Admin fee / account holder | $5,893 | $5,755+2.4% | $14,673-59.8% | $5,403+9.1% |