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 | $40,211 | $81,900-50.9% | $119,609-66.4% | $68,494-41.3% |
| Participation rate | 57.3% | 71.9%-14.6pp | 79.3%-22.0pp | 67.9%-10.6pp |
| Annual return | -17.83% | -23.82%+6.0pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,444 | $4,148-41.1% | $5,602-56.4% | $4,027-39.3% |
| Admin fee / account holder | $1,329 | $6,582-79.8% | $10,323-87.1% | $5,403-75.4% |