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 | $45,427 | $46,674-2.7% | $117,472-61.3% | $68,494-33.7% |
| Participation rate | 51.7% | 56.8%-5.1pp | 70.6%-18.9pp | 67.9%-16.2pp |
| Annual return | -18.40% | -14.52%-3.9pp | 29.74%-48.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,147 | $2,636-18.6% | $4,070-47.3% | $4,027-46.7% |
| Admin fee / account holder | $1,818 | $4,020-54.8% | $5,645-67.8% | $5,403-66.4% |