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 6-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 | $28,321 | $46,674-39.3% | $117,472-75.9% | $68,494-58.7% |
| Participation rate | 45.5% | 56.8%-11.3pp | 70.6%-25.1pp | 67.9%-22.4pp |
| Annual return | -18.07% | -14.52%-3.5pp | 29.74%-47.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,409 | $1,505+60.1% | $4,176-42.3% | $2,596-7.2% |
| Participant deferral / active EE | $3,952 | $2,636+49.9% | $4,070-2.9% | $4,027-1.9% |
| Admin fee / account holder | $873 | $4,020-78.3% | $5,645-84.5% | $5,403-83.8% |