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 | $47,423 | $73,004-35.0% | $90,749-47.7% | $68,494-30.8% |
| Participation rate | 55.4% | 70.8%-15.5pp | 75.7%-20.3pp | 67.9%-12.5pp |
| Annual return | 9.04% | -13.81%+22.9pp | -12.16%+21.2pp | -7.84%+16.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,993 | $3,627-45.1% | $4,564-56.3% | $4,027-50.5% |
| Admin fee / account holder | $1,507 | $5,896-74.4% | $8,445-82.2% | $5,403-72.1% |