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 | $48,820 | $59,805-18.4% | $79,550-38.6% | $68,494-28.7% |
| Participation rate | 52.6% | 61.1%-8.4pp | 69.5%-16.9pp | 67.9%-15.3pp |
| Annual return | -16.10% | -12.30%-3.8pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,135 | $1,505-24.6% | $2,413-53.0% | $2,596-56.3% |
| Participant deferral / active EE | $3,189 | $3,024+5.4% | $3,985-20.0% | $4,027-20.8% |
| Admin fee / account holder | $1,196 | $4,835-75.3% | $6,832-82.5% | $5,403-77.9% |