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 | $59,050 | $45,863+28.8% | $77,024-23.3% | $68,494-13.8% |
| Participation rate | 37.3% | 55.9%-18.6pp | 67.9%-30.6pp | 67.9%-30.6pp |
| Annual return | -16.83% | 1.72%-18.6pp | 42.32%-59.1pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,127 | $1,650-31.7% | $2,812-59.9% | $2,596-56.6% |
| Participant deferral / active EE | $2,168 | $2,962-26.8% | $4,426-51.0% | $4,027-46.2% |
| Admin fee / account holder | $883 | $3,041-71.0% | $5,425-83.7% | $5,403-83.7% |