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 | $59,205 | $71,883-17.6% | $86,677-31.7% | $68,494-13.6% |
| Participation rate | 52.9% | 72.2%-19.3pp | 76.6%-23.6pp | 67.9%-14.9pp |
| Annual return | -15.38% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $678 | $2,173-68.8% | $2,836-76.1% | $2,596-73.9% |
| Participant deferral / active EE | $3,463 | $3,779-8.4% | $4,656-25.6% | $4,027-14.0% |
| Admin fee / account holder | $1,877 | $6,112-69.3% | $7,493-75.0% | $5,403-65.3% |