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 | $44,634 | $46,674-4.4% | $117,472-62.0% | $68,494-34.8% |
| Participation rate | 37.1% | 56.8%-19.6pp | 70.6%-33.4pp | 67.9%-30.7pp |
| Annual return | -16.74% | -14.52%-2.2pp | 29.74%-46.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $692 | $1,505-54.0% | $4,176-83.4% | $2,596-73.4% |
| Participant deferral / active EE | $2,464 | $2,636-6.5% | $4,070-39.5% | $4,027-38.8% |
| Admin fee / account holder | $455 | $4,020-88.7% | $5,645-91.9% | $5,403-91.6% |