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 | $45,789 | $69,010-33.6% | $159,960-71.4% | $68,494-33.1% |
| Participation rate | 43.0% | 65.4%-22.4pp | 78.0%-34.9pp | 67.9%-24.9pp |
| Annual return | -17.75% | -9.65%-8.1pp | 408.60%-426.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $931 | $2,213-57.9% | $4,226-78.0% | $2,596-64.1% |
| Participant deferral / active EE | $1,743 | $4,212-58.6% | $6,182-71.8% | $4,027-56.7% |
| Admin fee / account holder | $2,485 | $4,798-48.2% | $8,698-71.4% | $5,403-54.0% |