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 | $28,578 | $46,674-38.8% | $117,472-75.7% | $68,494-58.3% |
| Participation rate | 50.0% | 56.8%-6.8pp | 70.6%-20.6pp | 67.9%-17.9pp |
| Annual return | -9.52% | -14.52%+5.0pp | 29.74%-39.3pp | -7.84%-1.7pp |
| Employer contribution / active EE | $557 | $1,505-63.0% | $4,176-86.7% | $2,596-78.6% |
| Participant deferral / active EE | $1,385 | $2,636-47.5% | $4,070-66.0% | $4,027-65.6% |
| Admin fee / account holder | $2,315 | $4,020-42.4% | $5,645-59.0% | $5,403-57.1% |