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 | $51,525 | $81,900-37.1% | $119,609-56.9% | $68,494-24.8% |
| Participation rate | 54.7% | 71.9%-17.2pp | 79.3%-24.5pp | 67.9%-13.2pp |
| Annual return | -4.59% | -23.82%+19.2pp | -14.97%+10.4pp | -7.84%+3.3pp |
| Employer contribution / active EE | $1,368 | $2,693-49.2% | $4,232-67.7% | $2,596-47.3% |
| Participant deferral / active EE | $2,233 | $4,148-46.2% | $5,602-60.1% | $4,027-44.5% |
| Admin fee / account holder | $4,907 | $6,582-25.4% | $10,323-52.5% | $5,403-9.2% |