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 | $23,735 | $73,004-67.5% | $90,749-73.8% | $68,494-65.3% |
| Participation rate | 62.1% | 70.8%-8.8pp | 75.7%-13.6pp | 67.9%-5.8pp |
| Annual return | -16.03% | -13.81%-2.2pp | -12.16%-3.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,073 | $2,193-51.1% | $2,921-63.3% | $2,596-58.7% |
| Participant deferral / active EE | $1,689 | $3,627-53.4% | $4,564-63.0% | $4,027-58.1% |
| Admin fee / account holder | $455 | $5,896-92.3% | $8,445-94.6% | $5,403-91.6% |