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 | $50,197 | $53,596-6.3% | $90,645-44.6% | $64,186-21.8% |
| Participation rate | 55.9% | 64.5%-8.6pp | 74.0%-18.1pp | 69.6%-13.7pp |
| Annual return | -7.45% | 4.41%-11.9pp | 1.88%-9.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $870 | $1,503-42.1% | $2,532-65.6% | $2,381-63.4% |
| Participant deferral / active EE | $3,132 | $2,459+27.4% | $3,425-8.5% | $3,470-9.7% |
| Admin fee / account holder | $2,822 | $3,868-27.0% | $4,994-43.5% | $4,888-42.3% |