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 | $59,270 | $81,900-27.6% | $119,609-50.4% | $68,494-13.5% |
| Participation rate | 69.8% | 71.9%-2.1pp | 79.3%-9.4pp | 67.9%+2.0pp |
| Annual return | -15.76% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,155 | $2,693-57.1% | $4,232-72.7% | $2,596-55.5% |
| Participant deferral / active EE | $2,583 | $4,148-37.7% | $5,602-53.9% | $4,027-35.9% |
| Admin fee / account holder | $6,529 | $6,582-0.8% | $10,323-36.8% | $5,403+20.9% |