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 | $58,020 | $76,912-24.6% | $129,110-55.1% | $68,494-15.3% |
| Participation rate | 37.7% | 69.1%-31.4pp | 77.3%-39.5pp | 67.9%-30.2pp |
| Annual return | -16.85% | -9.78%-7.1pp | -10.94%-5.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,757 | $3,243-45.8% | $5,052-65.2% | $2,596-32.3% |
| Participant deferral / active EE | $2,916 | $4,732-38.4% | $6,542-55.4% | $4,027-27.6% |
| Admin fee / account holder | $2,891 | $6,638-56.5% | $14,302-79.8% | $5,403-46.5% |