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 | $55,620 | $62,586-11.1% | $76,768-27.5% | $64,186-13.3% |
| Participation rate | 47.7% | 72.8%-25.1pp | 77.0%-29.2pp | 69.6%-21.8pp |
| Annual return | -4.96% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $417 | $1,832-77.2% | $2,485-83.2% | $2,381-82.5% |
| Participant deferral / active EE | $2,140 | $3,145-31.9% | $3,852-44.4% | $3,470-38.3% |
| Admin fee / account holder | $6,351 | $4,667+36.1% | $6,675-4.9% | $4,888+29.9% |