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 | $51,973 | $59,805-13.1% | $79,550-34.7% | $68,494-24.1% |
| Participation rate | 52.8% | 61.1%-8.2pp | 69.5%-16.7pp | 67.9%-15.1pp |
| Annual return | -16.40% | -12.30%-4.1pp | 0.16%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,204 | $1,505+46.5% | $2,413-8.7% | $2,596-15.1% |
| Participant deferral / active EE | $4,721 | $3,024+56.1% | $3,985+18.5% | $4,027+17.2% |
| Admin fee / account holder | $8,276 | $4,835+71.2% | $6,832+21.1% | $5,403+53.2% |