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 | $47,104 | $82,286-42.8% | $68,791-31.5% | $134,475-65.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -19.40% | -2.19%-17.2pp | -6.38%-13.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,506 | $3,301-54.4% | $2,655-43.3% | $4,740-68.2% |
| Participant deferral / active EE | $3,417 | $4,739-27.9% | $3,941-13.3% | $6,400-46.6% |
| Admin fee / account holder | $553 | $6,481-91.5% | $4,932-88.8% | $11,426-95.2% |