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 | $60,602 | $48,265+25.6% | $68,791-11.9% | $68,494-11.5% |
| Participation rate | 52.7% | 60.7%-7.9pp | 69.0%-16.3pp | 67.9%-15.2pp |
| Annual return | -16.76% | -12.71%-4.1pp | -6.38%-10.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,427 | $1,829-22.0% | $2,655-46.3% | $2,596-45.0% |
| Participant deferral / active EE | $3,475 | $2,867+21.2% | $3,941-11.8% | $4,027-13.7% |
| Admin fee / account holder | $2,497 | $4,355-42.7% | $4,932-49.4% | $5,403-53.8% |