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 | $43,410 | $64,707-32.9% | $112,228-61.3% | $68,494-36.6% |
| Participation rate | 69.9% | 67.2%+2.7pp | 75.1%-5.2pp | 67.9%+2.0pp |
| Annual return | -14.63% | -11.40%-3.2pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,989 | $2,746-27.6% | $3,635-45.3% | $2,596-23.4% |
| Participant deferral / active EE | $2,408 | $3,565-32.4% | $4,728-49.1% | $4,027-40.2% |
| Admin fee / account holder | $4,504 | $5,232-13.9% | $6,410-29.7% | $5,403-16.6% |