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 6-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 | $46,092 | $64,707-28.8% | $112,228-58.9% | $68,494-32.7% |
| Participation rate | 52.9% | 67.2%-14.2pp | 75.1%-22.1pp | 67.9%-14.9pp |
| Annual return | -10.71% | -11.40%+0.7pp | 27.45%-38.2pp | -7.84%-2.9pp |
| Employer contribution / active EE | $2,146 | $2,746-21.8% | $3,635-41.0% | $2,596-17.3% |
| Participant deferral / active EE | $3,703 | $3,565+3.9% | $4,728-21.7% | $4,027-8.1% |
| Admin fee / account holder | $30,484 | $5,232+482.6% | $6,410+375.6% | $5,403+464.2% |