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 5-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 | $32,239 | $42,894-24.8% | $60,874-47.0% | $68,494-52.9% |
| Participation rate | 53.3% | 66.8%-13.5pp | 73.1%-19.8pp | 67.9%-14.6pp |
| Annual return | -9.86% | -13.98%+4.1pp | 16.90%-26.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $1,761 | $1,978-11.0% | $2,701-34.8% | $2,596-32.2% |
| Participant deferral / active EE | $2,926 | $2,867+2.1% | $3,817-23.3% | $4,027-27.3% |
| Admin fee / account holder | $2,551 | $3,101-17.7% | $3,224-20.9% | $5,403-52.8% |