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 | $39,522 | $46,674-15.3% | $117,472-66.4% | $68,494-42.3% |
| Participation rate | 56.2% | 56.8%-0.6pp | 70.6%-14.4pp | 67.9%-11.7pp |
| Annual return | -14.96% | -14.52%-0.4pp | 29.74%-44.7pp | -7.84%-7.1pp |
| Employer contribution / active EE | $848 | $1,505-43.6% | $4,176-79.7% | $2,596-67.3% |
| Participant deferral / active EE | $1,533 | $2,636-41.8% | $4,070-62.3% | $4,027-61.9% |
| Admin fee / account holder | $2,100 | $4,020-47.8% | $5,645-62.8% | $5,403-61.1% |