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 | $53,462 | $81,900-34.7% | $119,609-55.3% | $68,494-21.9% |
| Participation rate | 62.2% | 71.9%-9.6pp | 79.3%-17.0pp | 67.9%-5.6pp |
| Annual return | -17.99% | -23.82%+5.8pp | -14.97%-3.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,578 | $2,693-41.4% | $4,232-62.7% | $2,596-39.2% |
| Participant deferral / active EE | $3,666 | $4,148-11.6% | $5,602-34.6% | $4,027-9.0% |
| Admin fee / account holder | $3,357 | $6,582-49.0% | $10,323-67.5% | $5,403-37.9% |