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 | $32,784 | $48,265-32.1% | $68,791-52.3% | $68,494-52.1% |
| Participation rate | 35.1% | 60.7%-25.6pp | 69.0%-33.9pp | 67.9%-32.8pp |
| Annual return | -4.59% | -12.71%+8.1pp | -6.38%+1.8pp | -7.84%+3.3pp |
| Employer contribution / active EE | $508 | $1,829-72.2% | $2,655-80.9% | $2,596-80.4% |
| Participant deferral / active EE | $1,231 | $2,867-57.0% | $3,941-68.8% | $4,027-69.4% |
| Admin fee / account holder | $481 | $4,355-88.9% | $4,932-90.2% | $5,403-91.1% |