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 | $21,670 | $46,674-53.6% | $117,472-81.6% | $68,494-68.4% |
| Participation rate | 44.8% | 56.8%-12.0pp | 70.6%-25.8pp | 67.9%-23.1pp |
| Annual return | -11.63% | -14.52%+2.9pp | 29.74%-41.4pp | -7.84%-3.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,449 | $2,636-45.0% | $4,070-64.4% | $4,027-64.0% |
| Admin fee / account holder | $7,384 | $4,020+83.7% | $5,645+30.8% | $5,403+36.7% |