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 | $50,986 | $45,566+11.9% | $64,105-20.5% | $59,632-14.5% |
| Participation rate | 54.1% | 60.2%-6.1pp | 68.2%-14.1pp | 68.7%-14.6pp |
| Annual return | -2.18% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,245 | $934+33.3% | $1,820-31.6% | $2,203-43.5% |
| Participant deferral / active EE | $1,540 | $2,057-25.1% | $2,822-45.4% | $3,192-51.8% |
| Admin fee / account holder | $1,211 | $3,268-62.9% | $4,499-73.1% | $4,297-71.8% |