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 | $41,086 | $46,674-12.0% | $117,472-65.0% | $68,494-40.0% |
| Participation rate | 53.3% | 56.8%-3.4pp | 70.6%-17.3pp | 67.9%-14.6pp |
| Annual return | -17.69% | -14.52%-3.2pp | 29.74%-47.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $838 | $1,505-44.3% | $4,176-79.9% | $2,596-67.7% |
| Participant deferral / active EE | $2,407 | $2,636-8.7% | $4,070-40.9% | $4,027-40.2% |
| Admin fee / account holder | $3,348 | $4,020-16.7% | $5,645-40.7% | $5,403-38.0% |