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 | $51,932 | $73,004-28.9% | $90,749-42.8% | $68,494-24.2% |
| Participation rate | 66.0% | 70.8%-4.8pp | 75.7%-9.7pp | 67.9%-1.9pp |
| Annual return | -14.93% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,278 | $2,193+49.5% | $2,921+12.2% | $2,596+26.3% |
| Participant deferral / active EE | $4,738 | $3,627+30.6% | $4,564+3.8% | $4,027+17.6% |
| Admin fee / account holder | $5,804 | $5,896-1.6% | $8,445-31.3% | $5,403+7.4% |