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 | $50,942 | $37,393+36.2% | $77,024-33.9% | $66,914-23.9% |
| Participation rate | 13.0% | 52.9%-39.8pp | 67.9%-54.9pp | 69.8%-56.8pp |
| Annual return | -15.53% | -3.29%-12.2pp | 42.32%-57.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $607 | $1,531-60.3% | $2,812-78.4% | $2,544-76.1% |
| Participant deferral / active EE | $1,138 | $2,617-56.5% | $4,426-74.3% | $4,237-73.1% |
| Admin fee / account holder | $1,388 | $567+144.9% | $5,425-74.4% | $593+133.9% |