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 | $41,798 | $64,707-35.4% | $112,228-62.8% | $68,494-39.0% |
| Participation rate | 57.9% | 67.2%-9.3pp | 75.1%-17.2pp | 67.9%-10.0pp |
| Annual return | 2.84% | -11.40%+14.2pp | 27.45%-24.6pp | -7.84%+10.7pp |
| Employer contribution / active EE | $1,056 | $2,746-61.6% | $3,635-71.0% | $2,596-59.3% |
| Participant deferral / active EE | $2,280 | $3,565-36.0% | $4,728-51.8% | $4,027-43.4% |
| Admin fee / account holder | $3,120 | $5,232-40.4% | $6,410-51.3% | $5,403-42.2% |