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 | $56,641 | $77,813-27.2% | $123,544-54.2% | $64,186-11.8% |
| Participation rate | 68.8% | 74.7%-6.0pp | 82.3%-13.5pp | 69.6%-0.8pp |
| Annual return | -8.12% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,314 | $3,014-23.2% | $4,628-50.0% | $2,381-2.8% |
| Participant deferral / active EE | $4,834 | $5,240-7.7% | $6,426-24.8% | $3,470+39.3% |
| Admin fee / account holder | $1,080 | $5,519-80.4% | $9,284-88.4% | $4,888-77.9% |