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 | $40,575 | $46,674-13.1% | $117,472-65.5% | $68,494-40.8% |
| Participation rate | 50.8% | 56.8%-5.9pp | 70.6%-19.7pp | 67.9%-17.0pp |
| Annual return | -15.58% | -14.52%-1.1pp | 29.74%-45.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $613 | $1,505-59.3% | $4,176-85.3% | $2,596-76.4% |
| Participant deferral / active EE | $2,165 | $2,636-17.9% | $4,070-46.8% | $4,027-46.2% |
| Admin fee / account holder | $2,466 | $4,020-38.7% | $5,645-56.3% | $5,403-54.4% |