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 | $49,575 | $81,900-39.5% | $119,609-58.6% | $68,494-27.6% |
| Participation rate | 38.6% | 71.9%-33.3pp | 79.3%-40.7pp | 67.9%-29.3pp |
| Annual return | -17.48% | -23.82%+6.3pp | -14.97%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,329 | $2,693-50.6% | $4,232-68.6% | $2,596-48.8% |
| Participant deferral / active EE | $3,581 | $4,148-13.7% | $5,602-36.1% | $4,027-11.1% |
| Admin fee / account holder | $3,409 | $6,582-48.2% | $10,323-67.0% | $5,403-36.9% |