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 | $32,816 | $73,867-55.6% | $143,757-77.2% | $68,494-52.1% |
| Participation rate | 42.3% | 66.7%-24.3pp | 80.3%-38.0pp | 67.9%-25.6pp |
| Annual return | -17.74% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,040 | $3,184-35.9% | $4,951-58.8% | $2,596-21.4% |
| Participant deferral / active EE | $2,496 | $3,384-26.3% | $5,637-55.7% | $4,027-38.0% |
| Admin fee / account holder | $1,417 | $5,755-75.4% | $14,673-90.3% | $5,403-73.8% |