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 | $65,048 | $110,094-40.9% | $151,611-57.1% | $68,494-5.0% |
| Participation rate | 49.2% | 84.0%-34.8pp | 87.5%-38.3pp | 67.9%-18.7pp |
| Annual return | -18.44% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,632 | $4,471-63.5% | $6,166-73.5% | $2,596-37.1% |
| Participant deferral / active EE | $3,691 | $6,527-43.4% | $8,363-55.9% | $4,027-8.3% |
| Admin fee / account holder | $5,457 | $7,719-29.3% | $11,616-53.0% | $5,403+1.0% |