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 | $51,087 | $54,350-6.0% | $82,719-38.2% | $68,494-25.4% |
| Participation rate | 68.9% | 63.9%+5.0pp | 72.6%-3.7pp | 67.9%+1.0pp |
| Annual return | -13.08% | -13.67%+0.6pp | 701.18%-714.3pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,357 | $2,218+6.3% | $3,009-21.7% | $2,596-9.2% |
| Participant deferral / active EE | $1,499 | $3,246-53.8% | $4,395-65.9% | $4,027-62.8% |
| Admin fee / account holder | $6,951 | $4,395+58.1% | $5,329+30.4% | $5,403+28.6% |