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 | $52,368 | $73,004-28.3% | $90,749-42.3% | $68,494-23.5% |
| Participation rate | 59.1% | 70.8%-11.7pp | 75.7%-16.6pp | 67.9%-8.8pp |
| Annual return | -15.48% | -13.81%-1.7pp | -12.16%-3.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $794 | $2,193-63.8% | $2,921-72.8% | $2,596-69.4% |
| Participant deferral / active EE | $3,517 | $3,627-3.0% | $4,564-22.9% | $4,027-12.7% |
| Admin fee / account holder | $7,179 | $5,896+21.8% | $8,445-15.0% | $5,403+32.9% |