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 | $49,081 | $50,958-3.7% | $74,550-34.2% | $64,186-23.5% |
| Participation rate | 56.7% | 61.1%-4.4pp | 69.1%-12.5pp | 69.6%-12.9pp |
| Annual return | -4.84% | -1.86%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $373 | $1,115-66.6% | $1,961-81.0% | $2,381-84.3% |
| Participant deferral / active EE | $1,826 | $2,301-20.7% | $3,108-41.3% | $3,470-47.4% |
| Admin fee / account holder | $10,262 | $4,223+143.0% | $5,060+102.8% | $4,888+109.9% |