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 | $44,017 | $81,900-46.3% | $119,609-63.2% | $68,494-35.7% |
| Participation rate | 60.4% | 71.9%-11.5pp | 79.3%-18.9pp | 67.9%-7.5pp |
| Annual return | -17.02% | -23.82%+6.8pp | -14.97%-2.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,114 | $2,693-58.7% | $4,232-73.7% | $2,596-57.1% |
| Participant deferral / active EE | $3,389 | $4,148-18.3% | $5,602-39.5% | $4,027-15.9% |
| Admin fee / account holder | $2,656 | $6,582-59.6% | $10,323-74.3% | $5,403-50.8% |