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 | $50,994 | $43,723+16.6% | $121,196-57.9% | $64,186-20.6% |
| Participation rate | 15.7% | 58.3%-42.7pp | 71.7%-56.1pp | 69.6%-53.9pp |
| Annual return | -6.73% | 68.91%-75.6pp | 16.93%-23.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $284 | $1,296-78.1% | $4,022-92.9% | $2,381-88.1% |
| Participant deferral / active EE | $1,049 | $2,280-54.0% | $3,344-68.6% | $3,470-69.8% |
| Admin fee / account holder | $1,198 | $3,501-65.8% | $5,019-76.1% | $4,888-75.5% |