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 | $43,348 | $46,674-7.1% | $117,472-63.1% | $68,494-36.7% |
| Participation rate | 37.0% | 56.8%-19.8pp | 70.6%-33.6pp | 67.9%-30.9pp |
| Annual return | -15.37% | -14.52%-0.9pp | 29.74%-45.1pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,309 | $1,505-13.0% | $4,176-68.7% | $2,596-49.6% |
| Participant deferral / active EE | $3,293 | $2,636+24.9% | $4,070-19.1% | $4,027-18.2% |
| Admin fee / account holder | $18,954 | $4,020+371.5% | $5,645+235.8% | $5,403+250.8% |