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 | $54,877 | $61,660-11.0% | $80,019-31.4% | $64,186-14.5% |
| Participation rate | 48.2% | 71.7%-23.5pp | 75.8%-27.6pp | 69.6%-21.4pp |
| Annual return | -3.28% | -0.33%-3.0pp | 11.22%-14.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,193 | $1,810-34.1% | $2,468-51.7% | $2,381-49.9% |
| Participant deferral / active EE | $2,211 | $2,968-25.5% | $3,686-40.0% | $3,470-36.3% |
| Admin fee / account holder | $4,044 | $5,417-25.4% | $6,521-38.0% | $4,888-17.3% |