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 | $40,238 | $73,867-45.5% | $143,757-72.0% | $68,494-41.3% |
| Participation rate | 37.3% | 66.7%-29.4pp | 80.3%-43.1pp | 67.9%-30.6pp |
| Annual return | -18.29% | 1.01%-19.3pp | -0.04%-18.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,089 | $3,184-65.8% | $4,951-78.0% | $2,596-58.1% |
| Participant deferral / active EE | $2,526 | $3,384-25.4% | $5,637-55.2% | $4,027-37.3% |
| Admin fee / account holder | $847 | $5,755-85.3% | $14,673-94.2% | $5,403-84.3% |