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 | $31,755 | $45,863-30.8% | $77,024-58.8% | $68,494-53.6% |
| Participation rate | 32.4% | 55.9%-23.6pp | 67.9%-35.6pp | 67.9%-35.5pp |
| Annual return | -16.59% | 1.72%-18.3pp | 42.32%-58.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,716 | $2,962-42.1% | $4,426-61.2% | $4,027-57.4% |
| Admin fee / account holder | $3,592 | $3,041+18.1% | $5,425-33.8% | $5,403-33.5% |