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 | $48,518 | $100,754-51.8% | $86,677-44.0% | $134,475-63.9% |
| Participation rate | 47.8% | 78.9%-31.1pp | 76.6%-28.7pp | 81.2%-33.4pp |
| Annual return | -18.16% | 29.04%-47.2pp | 35.91%-54.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,604 | $3,489-54.0% | $2,836-43.4% | $4,740-66.2% |
| Participant deferral / active EE | $3,963 | $5,338-25.8% | $4,656-14.9% | $6,400-38.1% |
| Admin fee / account holder | $6,456 | $10,926-40.9% | $7,493-13.8% | $11,426-43.5% |