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 | $21,377 | $45,863-53.4% | $77,024-72.2% | $68,494-68.8% |
| Participation rate | 37.7% | 55.9%-18.3pp | 67.9%-30.2pp | 67.9%-30.2pp |
| Annual return | -11.31% | 1.72%-13.0pp | 42.32%-53.6pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,335 | $1,650-19.1% | $2,812-52.5% | $2,596-48.6% |
| Participant deferral / active EE | $964 | $2,962-67.4% | $4,426-78.2% | $4,027-76.1% |
| Admin fee / account holder | $7,819 | $3,041+157.2% | $5,425+44.1% | $5,403+44.7% |