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 | $50,509 | $50,958-0.9% | $74,550-32.2% | $64,186-21.3% |
| Participation rate | 53.8% | 61.1%-7.3pp | 69.1%-15.4pp | 69.6%-15.8pp |
| Annual return | -7.13% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,296 | $1,115+16.2% | $1,961-33.9% | $2,381-45.6% |
| Participant deferral / active EE | $2,742 | $2,301+19.2% | $3,108-11.8% | $3,470-21.0% |
| Admin fee / account holder | $481 | $4,223-88.6% | $5,060-90.5% | $4,888-90.2% |