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 | $49,831 | $107,791-53.8% | $90,645-45.0% | $135,375-63.2% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -7.04% | -0.90%-6.1pp | 1.88%-8.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,559 | $3,018-48.3% | $2,532-38.4% | $4,779-67.4% |
| Participant deferral / active EE | $4,333 | $3,872+11.9% | $3,425+26.5% | $5,609-22.8% |
| Admin fee / account holder | $401 | $5,930-93.2% | $4,994-92.0% | $10,827-96.3% |