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 | $58,333 | $59,805-2.5% | $79,550-26.7% | $68,494-14.8% |
| Participation rate | 31.6% | 61.1%-29.4pp | 69.5%-37.8pp | 67.9%-36.2pp |
| Annual return | -11.00% | -12.30%+1.3pp | 0.16%-11.2pp | -7.84%-3.2pp |
| Employer contribution / active EE | $853 | $1,505-43.3% | $2,413-64.7% | $2,596-67.1% |
| Participant deferral / active EE | $1,954 | $3,024-35.4% | $3,985-51.0% | $4,027-51.5% |
| Admin fee / account holder | $1,030 | $4,835-78.7% | $6,832-84.9% | $5,403-80.9% |