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 | $42,459 | $54,229-21.7% | $70,092-39.4% | $68,494-38.0% |
| Participation rate | 53.1% | 64.5%-11.4pp | 70.5%-17.4pp | 67.9%-14.8pp |
| Annual return | -18.72% | -13.87%-4.9pp | 190.73%-209.5pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,672 | $2,018-17.1% | $2,559-34.6% | $2,596-35.6% |
| Participant deferral / active EE | $4,917 | $2,956+66.4% | $3,849+27.8% | $4,027+22.1% |
| Admin fee / account holder | $1,945 | $4,694-58.6% | $6,267-69.0% | $5,403-64.0% |