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 | $41,320 | $56,357-26.7% | $104,294-60.4% | $68,494-39.7% |
| Participation rate | 61.5% | 63.3%-1.7pp | 73.3%-11.7pp | 67.9%-6.3pp |
| Annual return | -17.99% | -9.19%-8.8pp | 24.61%-42.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,069 | $1,960-45.5% | $3,372-68.3% | $2,596-58.8% |
| Participant deferral / active EE | $2,804 | $3,077-8.9% | $4,625-39.4% | $4,027-30.4% |
| Admin fee / account holder | $1,493 | $4,903-69.6% | $7,339-79.7% | $5,403-72.4% |