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 | $53,857 | $71,883-25.1% | $86,677-37.9% | $68,494-21.4% |
| Participation rate | 52.1% | 72.2%-20.2pp | 76.6%-24.5pp | 67.9%-15.8pp |
| Annual return | -9.27% | 3.52%-12.8pp | 35.91%-45.2pp | -7.84%-1.4pp |
| Employer contribution / active EE | $583 | $2,173-73.2% | $2,836-79.4% | $2,596-77.5% |
| Participant deferral / active EE | $2,451 | $3,779-35.1% | $4,656-47.4% | $4,027-39.1% |
| Admin fee / account holder | $5,144 | $6,112-15.8% | $7,493-31.3% | $5,403-4.8% |