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 | $37,769 | $133,958-71.8% | $112,228-66.3% | $134,475-71.9% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -15.59% | 47.11%-62.7pp | 27.45%-43.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,342 | $4,038-66.8% | $3,635-63.1% | $4,740-71.7% |
| Participant deferral / active EE | $1,602 | $5,291-69.7% | $4,728-66.1% | $6,400-75.0% |
| Admin fee / account holder | $2,460 | $7,489-67.2% | $6,410-61.6% | $11,426-78.5% |