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 | $52,444 | $56,357-6.9% | $104,294-49.7% | $68,494-23.4% |
| Participation rate | 39.7% | 63.3%-23.5pp | 73.3%-33.5pp | 67.9%-28.2pp |
| Annual return | -13.34% | -9.19%-4.1pp | 24.61%-37.9pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,356 | $1,960-30.8% | $3,372-59.8% | $2,596-47.8% |
| Participant deferral / active EE | $3,040 | $3,077-1.2% | $4,625-34.3% | $4,027-24.5% |
| Admin fee / account holder | $5,657 | $4,903+15.4% | $7,339-22.9% | $5,403+4.7% |