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 | $49,113 | $59,805-17.9% | $79,550-38.3% | $68,494-28.3% |
| Participation rate | 58.5% | 61.1%-2.5pp | 69.5%-10.9pp | 67.9%-9.4pp |
| Annual return | -17.39% | -12.30%-5.1pp | 0.16%-17.6pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,416 | $1,505-5.9% | $2,413-41.3% | $2,596-45.5% |
| Participant deferral / active EE | $2,832 | $3,024-6.4% | $3,985-28.9% | $4,027-29.7% |
| Admin fee / account holder | $7,324 | $4,835+51.5% | $6,832+7.2% | $5,403+35.6% |