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 | $54,596 | $73,004-25.2% | $90,749-39.8% | $68,494-20.3% |
| Participation rate | 68.5% | 70.8%-2.3pp | 75.7%-7.2pp | 67.9%+0.6pp |
| Annual return | -15.35% | -13.81%-1.5pp | -12.16%-3.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,888 | $2,193-13.9% | $2,921-35.4% | $2,596-27.3% |
| Participant deferral / active EE | $2,428 | $3,627-33.1% | $4,564-46.8% | $4,027-39.7% |
| Admin fee / account holder | $1,010 | $5,896-82.9% | $8,445-88.0% | $5,403-81.3% |