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 | $55,722 | $46,674+19.4% | $117,472-52.6% | $68,494-18.6% |
| Participation rate | 38.1% | 56.8%-18.7pp | 70.6%-32.5pp | 67.9%-29.8pp |
| Annual return | -15.80% | -14.52%-1.3pp | 29.74%-45.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $942 | $1,505-37.4% | $4,176-77.4% | $2,596-63.7% |
| Participant deferral / active EE | $2,184 | $2,636-17.1% | $4,070-46.3% | $4,027-45.8% |
| Admin fee / account holder | $460 | $4,020-88.6% | $5,645-91.8% | $5,403-91.5% |