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 | $53,277 | $42,383+25.7% | $76,523-30.4% | $64,186-17.0% |
| Participation rate | 43.2% | 58.1%-14.9pp | 68.0%-24.8pp | 69.6%-26.3pp |
| Annual return | -6.90% | -16.54%+9.6pp | -0.27%-6.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,466 | $1,563-6.2% | $2,647-44.6% | $2,381-38.4% |
| Participant deferral / active EE | $2,095 | $2,566-18.4% | $3,835-45.4% | $3,470-39.6% |
| Admin fee / account holder | $5,664 | $3,198+77.1% | $4,848+16.8% | $4,888+15.9% |