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 | $28,491 | $45,863-37.9% | $77,024-63.0% | $68,494-58.4% |
| Participation rate | 30.8% | 55.9%-25.1pp | 67.9%-37.1pp | 67.9%-37.1pp |
| Annual return | -14.32% | 1.72%-16.0pp | 42.32%-56.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $512 | $1,650-68.9% | $2,812-81.8% | $2,596-80.3% |
| Participant deferral / active EE | $943 | $2,962-68.2% | $4,426-78.7% | $4,027-76.6% |
| Admin fee / account holder | $1,945 | $3,041-36.0% | $5,425-64.2% | $5,403-64.0% |