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 | $54,275 | $53,162+2.1% | $91,220-40.5% | $68,494-20.8% |
| Participation rate | 38.8% | 63.2%-24.4pp | 73.2%-34.4pp | 67.9%-29.1pp |
| Annual return | -14.25% | -3.14%-11.1pp | 114.01%-128.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $466 | $1,709-72.7% | $2,850-83.6% | $2,596-82.0% |
| Participant deferral / active EE | $1,267 | $2,974-57.4% | $4,234-70.1% | $4,027-68.5% |
| Admin fee / account holder | $2,075 | $4,493-53.8% | $5,420-61.7% | $5,403-61.6% |