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 | $44,115 | $50,958-13.4% | $74,550-40.8% | $64,186-31.3% |
| Participation rate | 54.2% | 61.1%-6.8pp | 69.1%-14.9pp | 69.6%-15.3pp |
| Annual return | -6.88% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,607 | $2,301+13.3% | $3,108-16.1% | $3,470-24.9% |
| Admin fee / account holder | $2,404 | $4,223-43.1% | $5,060-52.5% | $4,888-50.8% |