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 8-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 | $48,702 | $64,707-24.7% | $112,228-56.6% | $68,494-28.9% |
| Participation rate | 65.0% | 67.2%-2.2pp | 75.1%-10.1pp | 67.9%-2.9pp |
| Annual return | -18.51% | -11.40%-7.1pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,507 | $2,746-45.1% | $3,635-58.5% | $2,596-42.0% |
| Participant deferral / active EE | $3,527 | $3,565-1.1% | $4,728-25.4% | $4,027-12.4% |
| Admin fee / account holder | $2,003 | $5,232-61.7% | $6,410-68.8% | $5,403-62.9% |