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 | $49,266 | $48,265+2.1% | $68,791-28.4% | $68,494-28.1% |
| Participation rate | 29.8% | 60.7%-30.9pp | 69.0%-39.2pp | 67.9%-38.1pp |
| Annual return | -17.51% | -12.71%-4.8pp | -6.38%-11.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,370 | $1,829-25.1% | $2,655-48.4% | $2,596-47.2% |
| Participant deferral / active EE | $2,510 | $2,867-12.4% | $3,941-36.3% | $4,027-37.7% |
| Admin fee / account holder | $5,214 | $4,355+19.7% | $4,932+5.7% | $5,403-3.5% |