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 | $53,109 | $81,900-35.2% | $119,609-55.6% | $68,494-22.5% |
| Participation rate | 60.7% | 71.9%-11.2pp | 79.3%-18.6pp | 67.9%-7.2pp |
| Annual return | -14.64% | -23.82%+9.2pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,598 | $2,693-3.5% | $4,232-38.6% | $2,596+0.1% |
| Participant deferral / active EE | $4,837 | $4,148+16.6% | $5,602-13.7% | $4,027+20.1% |
| Admin fee / account holder | $2,191 | $6,582-66.7% | $10,323-78.8% | $5,403-59.5% |