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 | $50,898 | $58,083-12.4% | $80,019-36.4% | $56,287-9.6% |
| Participation rate | 58.8% | 73.6%-14.8pp | 75.8%-17.1pp | 69.9%-11.1pp |
| Annual return | -2.95% | 34.61%-37.6pp | 11.22%-14.2pp | -9.96%+7.0pp |
| Employer contribution / active EE | $1,041 | $1,932-46.1% | $2,468-57.8% | $2,111-50.7% |
| Participant deferral / active EE | $1,692 | $3,135-46.0% | $3,686-54.1% | $3,350-49.5% |
| Admin fee / account holder | $7,900 | $623+1169.0% | $6,521+21.2% | $521+1416.5% |