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 | $47,717 | $46,674+2.2% | $117,472-59.4% | $68,494-30.3% |
| Participation rate | 48.4% | 56.8%-8.4pp | 70.6%-22.2pp | 67.9%-19.5pp |
| Annual return | -18.83% | -14.52%-4.3pp | 29.74%-48.6pp | -7.84%-11.0pp |
| Employer contribution / active EE | $415 | $1,505-72.4% | $4,176-90.1% | $2,596-84.0% |
| Participant deferral / active EE | $2,452 | $2,636-7.0% | $4,070-39.8% | $4,027-39.1% |
| Admin fee / account holder | $1,548 | $4,020-61.5% | $5,645-72.6% | $5,403-71.3% |