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 | $29,568 | $59,805-50.6% | $79,550-62.8% | $68,494-56.8% |
| Participation rate | 67.2% | 61.1%+6.1pp | 69.5%-2.3pp | 67.9%-0.7pp |
| Annual return | -17.38% | -12.30%-5.1pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,130 | $1,505-24.9% | $2,413-53.2% | $2,596-56.5% |
| Participant deferral / active EE | $4,001 | $3,024+32.3% | $3,985+0.4% | $4,027-0.6% |
| Admin fee / account holder | $1,527 | $4,835-68.4% | $6,832-77.6% | $5,403-71.7% |