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 | $30,364 | $64,707-53.1% | $112,228-72.9% | $68,494-55.7% |
| Participation rate | 62.9% | 67.2%-4.3pp | 75.1%-12.2pp | 67.9%-5.0pp |
| Annual return | -18.09% | -11.40%-6.7pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,668 | $2,746-39.3% | $3,635-54.1% | $2,596-35.8% |
| Participant deferral / active EE | $4,640 | $3,565+30.2% | $4,728-1.9% | $4,027+15.2% |
| Admin fee / account holder | $1,283 | $5,232-75.5% | $6,410-80.0% | $5,403-76.3% |