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 | $50,010 | $62,586-20.1% | $76,768-34.9% | $64,186-22.1% |
| Participation rate | 46.4% | 72.8%-26.4pp | 77.0%-30.5pp | 69.6%-23.1pp |
| Annual return | -6.10% | -1.95%-4.2pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,024 | $1,832-44.1% | $2,485-58.8% | $2,381-57.0% |
| Participant deferral / active EE | $1,497 | $3,145-52.4% | $3,852-61.1% | $3,470-56.8% |
| Admin fee / account holder | $9,330 | $4,667+99.9% | $6,675+39.8% | $4,888+90.9% |