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 6-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 | $51,862 | $48,265+7.5% | $68,791-24.6% | $68,494-24.3% |
| Participation rate | 48.7% | 60.7%-12.0pp | 69.0%-20.3pp | 67.9%-19.2pp |
| Annual return | -16.26% | -12.71%-3.5pp | -6.38%-9.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,308 | $1,829-28.5% | $2,655-50.7% | $2,596-49.6% |
| Participant deferral / active EE | $2,652 | $2,867-7.5% | $3,941-32.7% | $4,027-34.1% |
| Admin fee / account holder | $4,611 | $4,355+5.9% | $4,932-6.5% | $5,403-14.7% |