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 | $57,956 | $77,813-25.5% | $123,544-53.1% | $64,186-9.7% |
| Participation rate | 49.1% | 74.7%-25.6pp | 82.3%-33.2pp | 69.6%-20.5pp |
| Annual return | -7.20% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,377 | $3,014-54.3% | $4,628-70.2% | $2,381-42.1% |
| Participant deferral / active EE | $2,708 | $5,240-48.3% | $6,426-57.8% | $3,470-21.9% |
| Admin fee / account holder | $672 | $5,519-87.8% | $9,284-92.8% | $4,888-86.3% |