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 | $52,072 | $49,451+5.3% | $79,550-34.5% | $66,914-22.2% |
| Participation rate | 56.3% | 61.3%-5.0pp | 69.5%-13.2pp | 69.8%-13.5pp |
| Annual return | -15.75% | 84.25%-100.0pp | 0.16%-15.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $713 | $1,266-43.7% | $2,413-70.5% | $2,544-72.0% |
| Participant deferral / active EE | $2,734 | $3,159-13.4% | $3,985-31.4% | $4,237-35.5% |
| Admin fee / account holder | $6,149 | $595+934.2% | $6,832-10.0% | $593+936.5% |