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 | $55,695 | $53,596+3.9% | $90,645-38.6% | $64,186-13.2% |
| Participation rate | 48.4% | 64.5%-16.1pp | 74.0%-25.6pp | 69.6%-21.2pp |
| Annual return | -5.51% | 4.41%-9.9pp | 1.88%-7.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $951 | $1,503-36.7% | $2,532-62.4% | $2,381-60.0% |
| Participant deferral / active EE | $1,959 | $2,459-20.3% | $3,425-42.8% | $3,470-43.5% |
| Admin fee / account holder | $3,189 | $3,868-17.6% | $4,994-36.1% | $4,888-34.8% |