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 | $48,106 | $42,894+12.2% | $60,874-21.0% | $68,494-29.8% |
| Participation rate | 38.5% | 66.8%-28.3pp | 73.1%-34.6pp | 67.9%-29.4pp |
| Annual return | -9.48% | -13.98%+4.5pp | 16.90%-26.4pp | -7.84%-1.6pp |
| Employer contribution / active EE | $462 | $1,978-76.6% | $2,701-82.9% | $2,596-82.2% |
| Participant deferral / active EE | $1,618 | $2,867-43.6% | $3,817-57.6% | $4,027-59.8% |
| Admin fee / account holder | $463 | $3,101-85.1% | $3,224-85.6% | $5,403-91.4% |