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 | $45,305 | $81,900-44.7% | $119,609-62.1% | $68,494-33.9% |
| Participation rate | 66.3% | 71.9%-5.6pp | 79.3%-12.9pp | 67.9%-1.6pp |
| Annual return | -16.06% | -23.82%+7.8pp | -14.97%-1.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,954 | $2,693-27.4% | $4,232-53.8% | $2,596-24.7% |
| Participant deferral / active EE | $4,510 | $4,148+8.7% | $5,602-19.5% | $4,027+12.0% |
| Admin fee / account holder | $8,620 | $6,582+31.0% | $10,323-16.5% | $5,403+59.6% |