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 | $56,262 | $81,900-31.3% | $119,609-53.0% | $68,494-17.9% |
| Participation rate | 36.8% | 71.9%-35.1pp | 79.3%-42.4pp | 67.9%-31.0pp |
| Annual return | -17.20% | -23.82%+6.6pp | -14.97%-2.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,546 | $2,693-42.6% | $4,232-63.5% | $2,596-40.5% |
| Participant deferral / active EE | $2,122 | $4,148-48.8% | $5,602-62.1% | $4,027-47.3% |
| Admin fee / account holder | $2,451 | $6,582-62.8% | $10,323-76.3% | $5,403-54.6% |