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 | $38,591 | $64,707-40.4% | $112,228-65.6% | $68,494-43.7% |
| Participation rate | 67.3% | 67.2%+0.2pp | 75.1%-7.7pp | 67.9%-0.5pp |
| Annual return | -17.53% | -11.40%-6.1pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,282 | $2,746-53.3% | $3,635-64.7% | $2,596-50.6% |
| Participant deferral / active EE | $2,235 | $3,565-37.3% | $4,728-52.7% | $4,027-44.5% |
| Admin fee / account holder | $14,490 | $5,232+176.9% | $6,410+126.1% | $5,403+168.2% |