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 | $49,796 | $45,863+8.6% | $77,024-35.4% | $68,494-27.3% |
| Participation rate | 54.8% | 55.9%-1.2pp | 67.9%-13.1pp | 67.9%-13.1pp |
| Annual return | -12.32% | 1.72%-14.0pp | 42.32%-54.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,128 | $1,650-31.6% | $2,812-59.9% | $2,596-56.6% |
| Participant deferral / active EE | $2,160 | $2,962-27.1% | $4,426-51.2% | $4,027-46.4% |
| Admin fee / account holder | $3,066 | $3,041+0.8% | $5,425-43.5% | $5,403-43.2% |