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 | $38,012 | $42,894-11.4% | $60,874-37.6% | $68,494-44.5% |
| Participation rate | 68.8% | 66.8%+2.0pp | 73.1%-4.4pp | 67.9%+0.9pp |
| Annual return | -18.11% | -13.98%-4.1pp | 16.90%-35.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $809 | $1,978-59.1% | $2,701-70.1% | $2,596-68.8% |
| Participant deferral / active EE | $3,245 | $2,867+13.2% | $3,817-15.0% | $4,027-19.4% |
| Admin fee / account holder | $364 | $3,101-88.3% | $3,224-88.7% | $5,403-93.3% |