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 5-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 | $52,571 | $77,813-32.4% | $123,544-57.4% | $64,186-18.1% |
| Participation rate | 65.7% | 74.7%-9.0pp | 82.3%-16.6pp | 69.6%-3.9pp |
| Annual return | -5.21% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,552 | $3,014-48.5% | $4,628-66.5% | $2,381-34.8% |
| Participant deferral / active EE | $4,433 | $5,240-15.4% | $6,426-31.0% | $3,470+27.8% |
| Admin fee / account holder | $4,786 | $5,519-13.3% | $9,284-48.4% | $4,888-2.1% |