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 | $33,141 | $76,912-56.9% | $129,110-74.3% | $68,494-51.6% |
| Participation rate | 52.9% | 69.1%-16.2pp | 77.3%-24.3pp | 67.9%-14.9pp |
| Annual return | -7.91% | -9.78%+1.9pp | -10.94%+3.0pp | -7.84%-0.1pp |
| Employer contribution / active EE | $2,044 | $3,243-37.0% | $5,052-59.5% | $2,596-21.3% |
| Participant deferral / active EE | $2,529 | $4,732-46.6% | $6,542-61.3% | $4,027-37.2% |
| Admin fee / account holder | $2,132 | $6,638-67.9% | $14,302-85.1% | $5,403-60.5% |