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 | $49,313 | $46,674+5.7% | $117,472-58.0% | $68,494-28.0% |
| Participation rate | 58.7% | 56.8%+1.9pp | 70.6%-11.9pp | 67.9%-9.2pp |
| Annual return | -9.65% | -14.52%+4.9pp | 29.74%-39.4pp | -7.84%-1.8pp |
| Employer contribution / active EE | $909 | $1,505-39.6% | $4,176-78.2% | $2,596-65.0% |
| Participant deferral / active EE | $3,459 | $2,636+31.2% | $4,070-15.0% | $4,027-14.1% |
| Admin fee / account holder | $1,618 | $4,020-59.7% | $5,645-71.3% | $5,403-70.0% |