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 | $40,521 | $42,894-5.5% | $60,874-33.4% | $68,494-40.8% |
| Participation rate | 29.6% | 66.8%-37.2pp | 73.1%-43.5pp | 67.9%-38.3pp |
| Annual return | -15.15% | -13.98%-1.2pp | 16.90%-32.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $639 | $1,978-67.7% | $2,701-76.4% | $2,596-75.4% |
| Participant deferral / active EE | $1,207 | $2,867-57.9% | $3,817-68.4% | $4,027-70.0% |
| Admin fee / account holder | $629 | $3,101-79.7% | $3,224-80.5% | $5,403-88.4% |