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 | $27,178 | $64,707-58.0% | $112,228-75.8% | $68,494-60.3% |
| Participation rate | 30.4% | 67.2%-36.7pp | 75.1%-44.6pp | 67.9%-37.5pp |
| Annual return | -16.46% | -11.40%-5.1pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $955 | $2,746-65.2% | $3,635-73.7% | $2,596-63.2% |
| Participant deferral / active EE | $1,605 | $3,565-55.0% | $4,728-66.1% | $4,027-60.2% |
| Admin fee / account holder | $2,686 | $5,232-48.7% | $6,410-58.1% | $5,403-50.3% |