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 | $57,188 | $59,805-4.4% | $79,550-28.1% | $68,494-16.5% |
| Participation rate | 53.5% | 61.1%-7.6pp | 69.5%-16.0pp | 67.9%-14.4pp |
| Annual return | -14.65% | -12.30%-2.4pp | 0.16%-14.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $519 | $1,505-65.5% | $2,413-78.5% | $2,596-80.0% |
| Participant deferral / active EE | $1,392 | $3,024-54.0% | $3,985-65.1% | $4,027-65.4% |
| Admin fee / account holder | $5,146 | $4,835+6.4% | $6,832-24.7% | $5,403-4.8% |