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 | $49,163 | $46,674+5.3% | $117,472-58.1% | $68,494-28.2% |
| Participation rate | 62.2% | 56.8%+5.4pp | 70.6%-8.4pp | 67.9%-5.7pp |
| Annual return | -13.65% | -14.52%+0.9pp | 29.74%-43.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,051 | $1,505-30.2% | $4,176-74.8% | $2,596-59.5% |
| Participant deferral / active EE | $4,828 | $2,636+83.2% | $4,070+18.6% | $4,027+19.9% |
| Admin fee / account holder | $1,750 | $4,020-56.5% | $5,645-69.0% | $5,403-67.6% |