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 | $49,919 | $71,883-30.6% | $86,677-42.4% | $68,494-27.1% |
| Participation rate | 64.5% | 72.2%-7.7pp | 76.6%-12.1pp | 67.9%-3.4pp |
| Annual return | -13.85% | 3.52%-17.4pp | 35.91%-49.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,084 | $2,173-50.1% | $2,836-61.8% | $2,596-58.3% |
| Participant deferral / active EE | $3,113 | $3,779-17.6% | $4,656-33.1% | $4,027-22.7% |
| Admin fee / account holder | $7,218 | $6,112+18.1% | $7,493-3.7% | $5,403+33.6% |