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 | $49,560 | $58,577-15.4% | $83,333-40.5% | $64,186-22.8% |
| Participation rate | 47.1% | 72.0%-25.0pp | 77.8%-30.7pp | 69.6%-22.5pp |
| Annual return | -6.88% | 9.65%-16.5pp | 10.63%-17.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,284 | $4,654-50.9% | $5,565-59.0% | $3,470-34.2% |
| Admin fee / account holder | $5,926 | $9,275-36.1% | $7,510-21.1% | $4,888+21.2% |