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 | $44,393 | $64,707-31.4% | $112,228-60.4% | $68,494-35.2% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -18.08% | -11.40%-6.7pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,446 | $2,746-47.3% | $3,635-60.2% | $2,596-44.3% |
| Participant deferral / active EE | $2,002 | $3,565-43.8% | $4,728-57.7% | $4,027-50.3% |
| Admin fee / account holder | $8,132 | $5,232+55.4% | $6,410+26.9% | $5,403+50.5% |