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 | $39,748 | $46,674-14.8% | $117,472-66.2% | $68,494-42.0% |
| Participation rate | 34.6% | 56.8%-22.2pp | 70.6%-36.0pp | 67.9%-33.3pp |
| Annual return | -12.78% | -14.52%+1.7pp | 29.74%-42.5pp | -7.84%-4.9pp |
| Employer contribution / active EE | $361 | $1,505-76.0% | $4,176-91.4% | $2,596-86.1% |
| Participant deferral / active EE | $1,444 | $2,636-45.2% | $4,070-64.5% | $4,027-64.1% |
| Admin fee / account holder | $35,064 | $4,020+772.3% | $5,645+521.2% | $5,403+549.0% |