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 | $44,447 | $50,958-12.8% | $74,550-40.4% | $64,186-30.8% |
| Participation rate | 58.0% | 61.1%-3.1pp | 69.1%-11.2pp | 69.6%-11.6pp |
| Annual return | -6.01% | -1.86%-4.2pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,107 | $2,301-51.9% | $3,108-64.4% | $3,470-68.1% |
| Admin fee / account holder | $3,347 | $4,223-20.7% | $5,060-33.8% | $4,888-31.5% |