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 | $59,732 | $42,383+40.9% | $76,523-21.9% | $64,186-6.9% |
| Participation rate | 40.7% | 58.1%-17.4pp | 68.0%-27.3pp | 69.6%-28.8pp |
| Annual return | -2.39% | -16.54%+14.1pp | -0.27%-2.1pp | 7.63%-10.0pp |
| Employer contribution / active EE | $780 | $1,563-50.1% | $2,647-70.5% | $2,381-67.2% |
| Participant deferral / active EE | $1,282 | $2,566-50.0% | $3,835-66.6% | $3,470-63.0% |
| Admin fee / account holder | $4,222 | $3,198+32.0% | $4,848-12.9% | $4,888-13.6% |