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 | $64,288 | $73,867-13.0% | $143,757-55.3% | $68,494-6.1% |
| Participation rate | 53.2% | 66.7%-13.5pp | 80.3%-27.1pp | 67.9%-14.7pp |
| Annual return | -16.91% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $684 | $3,184-78.5% | $4,951-86.2% | $2,596-73.6% |
| Participant deferral / active EE | $3,341 | $3,384-1.3% | $5,637-40.7% | $4,027-17.0% |
| Admin fee / account holder | $2,181 | $5,755-62.1% | $14,673-85.1% | $5,403-59.6% |