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 | $54,449 | $71,883-24.3% | $86,677-37.2% | $68,494-20.5% |
| Participation rate | 59.8% | 72.2%-12.5pp | 76.6%-16.8pp | 67.9%-8.1pp |
| Annual return | -15.96% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,590 | $2,173-26.8% | $2,836-43.9% | $2,596-38.8% |
| Participant deferral / active EE | $3,049 | $3,779-19.3% | $4,656-34.5% | $4,027-24.3% |
| Admin fee / account holder | $3,740 | $6,112-38.8% | $7,493-50.1% | $5,403-30.8% |