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 | $48,924 | $54,726-10.6% | $68,793-28.9% | $64,186-23.8% |
| Participation rate | 64.0% | 68.0%-4.0pp | 72.2%-8.2pp | 69.6%-5.6pp |
| Annual return | -7.77% | -1.62%-6.2pp | -4.63%-3.1pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,492 | $1,846-19.2% | $2,625-43.2% | $2,381-37.3% |
| Participant deferral / active EE | $3,058 | $2,626+16.4% | $3,311-7.7% | $3,470-11.9% |
| Admin fee / account holder | $1,521 | $4,027-62.2% | $5,131-70.4% | $4,888-68.9% |