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 | $55,292 | $64,707-14.6% | $112,228-50.7% | $68,494-19.3% |
| Participation rate | 52.5% | 67.2%-14.6pp | 75.1%-22.5pp | 67.9%-15.3pp |
| Annual return | 4.31% | -11.40%+15.7pp | 27.45%-23.1pp | -7.84%+12.2pp |
| Employer contribution / active EE | $1,874 | $2,746-31.7% | $3,635-48.4% | $2,596-27.8% |
| Participant deferral / active EE | $4,051 | $3,565+13.6% | $4,728-14.3% | $4,027+0.6% |
| Admin fee / account holder | $2,633 | $5,232-49.7% | $6,410-58.9% | $5,403-51.3% |