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 | $24,913 | $45,863-45.7% | $77,024-67.7% | $68,494-63.6% |
| Participation rate | 48.8% | 55.9%-7.1pp | 67.9%-19.1pp | 67.9%-19.1pp |
| Annual return | -17.54% | 1.72%-19.3pp | 42.32%-59.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,084 | $1,650-34.3% | $2,812-61.5% | $2,596-58.2% |
| Participant deferral / active EE | $1,562 | $2,962-47.3% | $4,426-64.7% | $4,027-61.2% |
| Admin fee / account holder | $3,188 | $3,041+4.9% | $5,425-41.2% | $5,403-41.0% |