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 | $56,832 | $64,707-12.2% | $112,228-49.4% | $68,494-17.0% |
| Participation rate | 47.4% | 67.2%-19.8pp | 75.1%-27.7pp | 67.9%-20.5pp |
| Annual return | -17.12% | -11.40%-5.7pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,428 | $2,746-11.6% | $3,635-33.2% | $2,596-6.5% |
| Participant deferral / active EE | $4,554 | $3,565+27.8% | $4,728-3.7% | $4,027+13.1% |
| Admin fee / account holder | $2,478 | $5,232-52.6% | $6,410-61.3% | $5,403-54.1% |