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 | $36,578 | $64,707-43.5% | $112,228-67.4% | $68,494-46.6% |
| Participation rate | 47.4% | 67.2%-19.8pp | 75.1%-27.7pp | 67.9%-20.5pp |
| Annual return | -17.21% | -11.40%-5.8pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,193 | $2,746-56.6% | $3,635-67.2% | $2,596-54.1% |
| Participant deferral / active EE | $2,257 | $3,565-36.7% | $4,728-52.3% | $4,027-44.0% |
| Admin fee / account holder | $1,282 | $5,232-75.5% | $6,410-80.0% | $5,403-76.3% |