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 | $52,729 | $64,707-18.5% | $112,228-53.0% | $68,494-23.0% |
| Participation rate | 63.5% | 67.2%-3.7pp | 75.1%-11.6pp | 67.9%-4.4pp |
| Annual return | -11.68% | -11.40%-0.3pp | 27.45%-39.1pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,288 | $2,746-16.7% | $3,635-37.0% | $2,596-11.9% |
| Participant deferral / active EE | $6,069 | $3,565+70.2% | $4,728+28.4% | $4,027+50.7% |
| Admin fee / account holder | $8,817 | $5,232+68.5% | $6,410+37.5% | $5,403+63.2% |