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 | $55,035 | $81,900-32.8% | $119,609-54.0% | $68,494-19.6% |
| Participation rate | 36.8% | 71.9%-35.1pp | 79.3%-42.4pp | 67.9%-31.0pp |
| Annual return | -17.37% | -23.82%+6.5pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,104 | $2,693-59.0% | $4,232-73.9% | $2,596-57.5% |
| Participant deferral / active EE | $3,007 | $4,148-27.5% | $5,602-46.3% | $4,027-25.3% |
| Admin fee / account holder | $2,060 | $6,582-68.7% | $10,323-80.1% | $5,403-61.9% |