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 | $40,144 | $46,674-14.0% | $117,472-65.8% | $68,494-41.4% |
| Participation rate | 65.3% | 56.8%+8.5pp | 70.6%-5.3pp | 67.9%-2.6pp |
| Annual return | -17.17% | -14.52%-2.7pp | 29.74%-46.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,443 | $1,505-4.1% | $4,176-65.4% | $2,596-44.4% |
| Participant deferral / active EE | $3,460 | $2,636+31.2% | $4,070-15.0% | $4,027-14.1% |
| Admin fee / account holder | $2,971 | $4,020-26.1% | $5,645-47.4% | $5,403-45.0% |