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 | $59,253 | $81,900-27.7% | $119,609-50.5% | $68,494-13.5% |
| Participation rate | 44.7% | 71.9%-27.2pp | 79.3%-34.5pp | 67.9%-23.2pp |
| Annual return | -18.29% | -23.82%+5.5pp | -14.97%-3.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $764 | $2,693-71.6% | $4,232-82.0% | $2,596-70.6% |
| Participant deferral / active EE | $3,149 | $4,148-24.1% | $5,602-43.8% | $4,027-21.8% |
| Admin fee / account holder | $1,082 | $6,582-83.6% | $10,323-89.5% | $5,403-80.0% |