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 | $50,823 | $46,674+8.9% | $117,472-56.7% | $68,494-25.8% |
| Participation rate | 46.2% | 56.8%-10.6pp | 70.6%-24.4pp | 67.9%-21.7pp |
| Annual return | -19.01% | -14.52%-4.5pp | 29.74%-48.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $816 | $1,505-45.7% | $4,176-80.5% | $2,596-68.6% |
| Participant deferral / active EE | $1,389 | $2,636-47.3% | $4,070-65.9% | $4,027-65.5% |
| Admin fee / account holder | $3,333 | $4,020-17.1% | $5,645-41.0% | $5,403-38.3% |