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 | $48,187 | $64,707-25.5% | $112,228-57.1% | $68,494-29.6% |
| Participation rate | 51.7% | 67.2%-15.5pp | 75.1%-23.4pp | 67.9%-16.2pp |
| Annual return | -15.93% | -11.40%-4.5pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,126 | $2,746-22.6% | $3,635-41.5% | $2,596-18.1% |
| Participant deferral / active EE | $2,991 | $3,565-16.1% | $4,728-36.7% | $4,027-25.7% |
| Admin fee / account holder | $4,139 | $5,232-20.9% | $6,410-35.4% | $5,403-23.4% |