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 | $51,250 | $73,004-29.8% | $90,749-43.5% | $68,494-25.2% |
| Participation rate | 64.5% | 70.8%-6.3pp | 75.7%-11.2pp | 67.9%-3.4pp |
| Annual return | -16.90% | -13.81%-3.1pp | -12.16%-4.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $883 | $2,193-59.7% | $2,921-69.8% | $2,596-66.0% |
| Participant deferral / active EE | $2,537 | $3,627-30.0% | $4,564-44.4% | $4,027-37.0% |
| Admin fee / account holder | $797 | $5,896-86.5% | $8,445-90.6% | $5,403-85.2% |