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 | $50,393 | $50,958-1.1% | $74,550-32.4% | $64,186-21.5% |
| Participation rate | 42.1% | 61.1%-19.0pp | 69.1%-27.0pp | 69.6%-27.5pp |
| Annual return | -5.12% | -1.86%-3.3pp | 32.53%-37.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,202 | $2,301+82.6% | $3,108+35.2% | $3,470+21.1% |
| Admin fee / account holder | $5,191 | $4,223+22.9% | $5,060+2.6% | $4,888+6.2% |