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 | $50,226 | $64,707-22.4% | $112,228-55.2% | $68,494-26.7% |
| Participation rate | 35.5% | 67.2%-31.7pp | 75.1%-39.6pp | 67.9%-32.4pp |
| Annual return | -18.11% | -11.40%-6.7pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,110 | $2,746-59.6% | $3,635-69.4% | $2,596-57.2% |
| Participant deferral / active EE | $2,511 | $3,565-29.6% | $4,728-46.9% | $4,027-37.7% |
| Admin fee / account holder | $4,021 | $5,232-23.1% | $6,410-37.3% | $5,403-25.6% |