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 | $78,121 | $81,900-4.6% | $119,609-34.7% | $68,494+14.1% |
| Participation rate | 56.0% | 71.9%-15.9pp | 79.3%-23.3pp | 67.9%-11.9pp |
| Annual return | -17.27% | -23.82%+6.5pp | -14.97%-2.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,497 | $2,693-44.4% | $4,232-64.6% | $2,596-42.4% |
| Participant deferral / active EE | $2,404 | $4,148-42.0% | $5,602-57.1% | $4,027-40.3% |
| Admin fee / account holder | $3,362 | $6,582-48.9% | $10,323-67.4% | $5,403-37.8% |