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 | $35,319 | $59,805-40.9% | $79,550-55.6% | $68,494-48.4% |
| Participation rate | 53.7% | 61.1%-7.4pp | 69.5%-15.8pp | 67.9%-14.2pp |
| Annual return | -16.22% | -12.30%-3.9pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $807 | $1,505-46.4% | $2,413-66.6% | $2,596-68.9% |
| Participant deferral / active EE | $3,446 | $3,024+13.9% | $3,985-13.5% | $4,027-14.4% |
| Admin fee / account holder | $5,123 | $4,835+6.0% | $6,832-25.0% | $5,403-5.2% |