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 | $49,431 | $42,383+16.6% | $76,523-35.4% | $64,186-23.0% |
| Participation rate | 63.2% | 58.1%+5.0pp | 68.0%-4.8pp | 69.6%-6.4pp |
| Annual return | -4.44% | -16.54%+12.1pp | -0.27%-4.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $382 | $1,563-75.6% | $2,647-85.6% | $2,381-83.9% |
| Participant deferral / active EE | $4,400 | $2,566+71.4% | $3,835+14.7% | $3,470+26.8% |
| Admin fee / account holder | $5,245 | $3,198+64.0% | $4,848+8.2% | $4,888+7.3% |