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 | $47,191 | $64,707-27.1% | $112,228-58.0% | $68,494-31.1% |
| Participation rate | 43.1% | 67.2%-24.1pp | 75.1%-32.0pp | 67.9%-24.8pp |
| Annual return | -17.16% | -11.40%-5.8pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,216 | $2,746-55.7% | $3,635-66.5% | $2,596-53.2% |
| Participant deferral / active EE | $2,327 | $3,565-34.7% | $4,728-50.8% | $4,027-42.2% |
| Admin fee / account holder | $3,431 | $5,232-34.4% | $6,410-46.5% | $5,403-36.5% |