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 | $51,516 | $64,119-19.7% | $112,228-54.1% | $66,914-23.0% |
| Participation rate | 52.1% | 68.5%-16.4pp | 75.1%-23.0pp | 69.8%-17.7pp |
| Annual return | -16.87% | -13.81%-3.1pp | 27.45%-44.3pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,688 | $3,005-10.5% | $3,635-26.0% | $2,544+5.7% |
| Participant deferral / active EE | $4,596 | $3,693+24.4% | $4,728-2.8% | $4,237+8.5% |
| Admin fee / account holder | $2,803 | $625+348.4% | $6,410-56.3% | $593+372.5% |