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 | $29,864 | $46,674-36.0% | $117,472-74.6% | $68,494-56.4% |
| Participation rate | 62.7% | 56.8%+5.9pp | 70.6%-7.9pp | 67.9%-5.2pp |
| Annual return | -18.39% | -14.52%-3.9pp | 29.74%-48.1pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,306 | $1,505-13.2% | $4,176-68.7% | $2,596-49.7% |
| Participant deferral / active EE | $2,808 | $2,636+6.5% | $4,070-31.0% | $4,027-30.3% |
| Admin fee / account holder | $2,942 | $4,020-26.8% | $5,645-47.9% | $5,403-45.5% |