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 | $48,031 | $48,265-0.5% | $68,791-30.2% | $68,494-29.9% |
| Participation rate | 56.8% | 60.7%-3.9pp | 69.0%-12.2pp | 67.9%-11.1pp |
| Annual return | -18.23% | -12.71%-5.5pp | -6.38%-11.8pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,278 | $1,829-30.1% | $2,655-51.9% | $2,596-50.8% |
| Participant deferral / active EE | $2,967 | $2,867+3.5% | $3,941-24.7% | $4,027-26.3% |
| Admin fee / account holder | $4,089 | $4,355-6.1% | $4,932-17.1% | $5,403-24.3% |