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 | $54,418 | $64,707-15.9% | $112,228-51.5% | $68,494-20.6% |
| Participation rate | 57.1% | 67.2%-10.0pp | 75.1%-17.9pp | 67.9%-10.7pp |
| Annual return | -14.08% | -11.40%-2.7pp | 27.45%-41.5pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,808 | $2,746-34.2% | $3,635-50.3% | $2,596-30.4% |
| Participant deferral / active EE | $4,396 | $3,565+23.3% | $4,728-7.0% | $4,027+9.1% |
| Admin fee / account holder | $12,482 | $5,232+138.6% | $6,410+94.7% | $5,403+131.0% |