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 | $50,930 | $42,894+18.7% | $60,874-16.3% | $68,494-25.6% |
| Participation rate | 48.1% | 66.8%-18.6pp | 73.1%-25.0pp | 67.9%-19.7pp |
| Annual return | -17.94% | -13.98%-4.0pp | 16.90%-34.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $851 | $1,978-57.0% | $2,701-68.5% | $2,596-67.2% |
| Participant deferral / active EE | $2,076 | $2,867-27.6% | $3,817-45.6% | $4,027-48.5% |
| Admin fee / account holder | $408 | $3,101-86.8% | $3,224-87.3% | $5,403-92.4% |