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 | $46,416 | $73,867-37.2% | $143,757-67.7% | $68,494-32.2% |
| Participation rate | 64.0% | 66.7%-2.7pp | 80.3%-16.3pp | 67.9%-3.9pp |
| Annual return | -9.58% | 1.01%-10.6pp | -0.04%-9.5pp | -7.84%-1.7pp |
| Employer contribution / active EE | $488 | $3,184-84.7% | $4,951-90.1% | $2,596-81.2% |
| Participant deferral / active EE | $2,624 | $3,384-22.5% | $5,637-53.5% | $4,027-34.8% |
| Admin fee / account holder | $42,822 | $5,755+644.1% | $14,673+191.8% | $5,403+692.6% |