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 | $53,662 | $64,707-17.1% | $112,228-52.2% | $68,494-21.7% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -13.08% | -11.40%-1.7pp | 27.45%-40.5pp | -7.84%-5.2pp |
| Employer contribution / active EE | $921 | $2,746-66.5% | $3,635-74.7% | $2,596-64.5% |
| Participant deferral / active EE | $3,483 | $3,565-2.3% | $4,728-26.3% | $4,027-13.5% |
| Admin fee / account holder | $4,669 | $5,232-10.8% | $6,410-27.2% | $5,403-13.6% |