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 | $50,380 | $73,004-31.0% | $90,749-44.5% | $68,494-26.4% |
| Participation rate | 65.7% | 70.8%-5.1pp | 75.7%-10.0pp | 67.9%-2.2pp |
| Annual return | -7.31% | -13.81%+6.5pp | -12.16%+4.9pp | -7.84%+0.5pp |
| Employer contribution / active EE | $1,634 | $2,193-25.5% | $2,921-44.1% | $2,596-37.1% |
| Participant deferral / active EE | $2,886 | $3,627-20.4% | $4,564-36.8% | $4,027-28.3% |
| Admin fee / account holder | $9,908 | $5,896+68.1% | $8,445+17.3% | $5,403+83.4% |