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 | $57,030 | $73,867-22.8% | $143,757-60.3% | $68,494-16.7% |
| Participation rate | 54.9% | 66.7%-11.7pp | 80.3%-25.4pp | 67.9%-12.9pp |
| Annual return | -13.69% | 1.01%-14.7pp | -0.04%-13.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,514 | $3,184-52.4% | $4,951-69.4% | $2,596-41.7% |
| Participant deferral / active EE | $2,674 | $3,384-21.0% | $5,637-52.6% | $4,027-33.6% |
| Admin fee / account holder | $2,840 | $5,755-50.7% | $14,673-80.6% | $5,403-47.4% |