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 5-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 | $35,064 | $37,393-6.2% | $77,024-54.5% | $66,914-47.6% |
| Participation rate | 22.9% | 52.9%-30.0pp | 67.9%-45.0pp | 69.8%-46.9pp |
| Annual return | -17.01% | -3.29%-13.7pp | 42.32%-59.3pp | 1.58%-18.6pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,529 | $2,617-3.4% | $4,426-42.9% | $4,237-40.3% |
| Admin fee / account holder | $3,558 | $567+527.8% | $5,425-34.4% | $593+499.8% |