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 | $36,740 | $53,162-30.9% | $91,220-59.7% | $68,494-46.4% |
| Participation rate | 65.9% | 63.2%+2.6pp | 73.2%-7.3pp | 67.9%-2.0pp |
| Annual return | -17.16% | -3.14%-14.0pp | 114.01%-131.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,154 | $1,709-32.5% | $2,850-59.5% | $2,596-55.6% |
| Participant deferral / active EE | $4,961 | $2,974+66.8% | $4,234+17.2% | $4,027+23.2% |
| Admin fee / account holder | $10,243 | $4,493+128.0% | $5,420+89.0% | $5,403+89.6% |