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 | $30,036 | $46,674-35.6% | $117,472-74.4% | $68,494-56.1% |
| Participation rate | 38.2% | 56.8%-18.5pp | 70.6%-32.4pp | 67.9%-29.7pp |
| Annual return | -8.95% | -14.52%+5.6pp | 29.74%-38.7pp | -7.84%-1.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,447 | $2,636-45.1% | $4,070-64.5% | $4,027-64.1% |
| Admin fee / account holder | $3,684 | $4,020-8.3% | $5,645-34.7% | $5,403-31.8% |