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 9-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 | $32,253 | $46,674-30.9% | $117,472-72.5% | $68,494-52.9% |
| Participation rate | 55.2% | 56.8%-1.6pp | 70.6%-15.4pp | 67.9%-12.7pp |
| Annual return | -14.46% | -14.52%+0.1pp | 29.74%-44.2pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,629 | $1,505+8.3% | $4,176-61.0% | $2,596-37.2% |
| Participant deferral / active EE | $3,623 | $2,636+37.4% | $4,070-11.0% | $4,027-10.0% |
| Admin fee / account holder | $5,164 | $4,020+28.5% | $5,645-8.5% | $5,403-4.4% |