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 | $49,698 | $50,958-2.5% | $74,550-33.3% | $64,186-22.6% |
| Participation rate | 34.7% | 61.1%-26.4pp | 69.1%-34.4pp | 69.6%-34.9pp |
| Annual return | -7.53% | -1.86%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $501 | $1,115-55.1% | $1,961-74.5% | $2,381-79.0% |
| Participant deferral / active EE | $2,020 | $2,301-12.2% | $3,108-35.0% | $3,470-41.8% |
| Admin fee / account holder | $20,920 | $4,223+395.4% | $5,060+313.5% | $4,888+328.0% |