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 | $44,732 | $56,357-20.6% | $104,294-57.1% | $68,494-34.7% |
| Participation rate | 67.7% | 63.3%+4.5pp | 73.3%-5.5pp | 67.9%-0.1pp |
| Annual return | -15.51% | -9.19%-6.3pp | 24.61%-40.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,027 | $1,960-47.6% | $3,372-69.5% | $2,596-60.4% |
| Participant deferral / active EE | $2,049 | $3,077-33.4% | $4,625-55.7% | $4,027-49.1% |
| Admin fee / account holder | $992 | $4,903-79.8% | $7,339-86.5% | $5,403-81.6% |