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 | $46,274 | $81,900-43.5% | $119,609-61.3% | $68,494-32.4% |
| Participation rate | 53.2% | 71.9%-18.7pp | 79.3%-26.1pp | 67.9%-14.7pp |
| Annual return | -15.87% | -23.82%+8.0pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,935 | $2,693-28.2% | $4,232-54.3% | $2,596-25.5% |
| Participant deferral / active EE | $3,674 | $4,148-11.4% | $5,602-34.4% | $4,027-8.8% |
| Admin fee / account holder | $5,541 | $6,582-15.8% | $10,323-46.3% | $5,403+2.6% |