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 | $36,888 | $48,265-23.6% | $68,791-46.4% | $68,494-46.1% |
| Participation rate | 24.2% | 60.7%-36.5pp | 69.0%-44.8pp | 67.9%-43.7pp |
| Annual return | -17.64% | -12.71%-4.9pp | -6.38%-11.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,263 | $1,829-30.9% | $2,655-52.4% | $2,596-51.4% |
| Participant deferral / active EE | $2,082 | $2,867-27.4% | $3,941-47.2% | $4,027-48.3% |
| Admin fee / account holder | $1,632 | $4,355-62.5% | $4,932-66.9% | $5,403-69.8% |