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 | $59,378 | $57,354+3.5% | $83,848-29.2% | $64,186-7.5% |
| Participation rate | 39.0% | 68.6%-29.6pp | 76.1%-37.1pp | 69.6%-30.5pp |
| Annual return | -7.87% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,095 | $2,545-57.0% | $3,631-69.8% | $2,381-54.0% |
| Participant deferral / active EE | $2,341 | $2,993-21.8% | $4,082-42.6% | $3,470-32.5% |
| Admin fee / account holder | $3,461 | $4,046-14.5% | $5,478-36.8% | $4,888-29.2% |