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 | $46,623 | $64,707-27.9% | $112,228-58.5% | $68,494-31.9% |
| Participation rate | 37.0% | 67.2%-30.1pp | 75.1%-38.0pp | 67.9%-30.9pp |
| Annual return | -18.42% | -11.40%-7.0pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,618 | $2,746-41.1% | $3,635-55.5% | $2,596-37.7% |
| Participant deferral / active EE | $2,173 | $3,565-39.0% | $4,728-54.0% | $4,027-46.0% |
| Admin fee / account holder | $4,361 | $5,232-16.6% | $6,410-32.0% | $5,403-19.3% |