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 | $58,050 | $81,900-29.1% | $119,609-51.5% | $68,494-15.2% |
| Participation rate | 35.7% | 71.9%-36.2pp | 79.3%-43.5pp | 67.9%-32.2pp |
| Annual return | -16.54% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,213 | $4,148-46.6% | $5,602-60.5% | $4,027-45.0% |
| Admin fee / account holder | $661 | $6,582-90.0% | $10,323-93.6% | $5,403-87.8% |