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 | $37,670 | $73,004-48.4% | $90,749-58.5% | $68,494-45.0% |
| Participation rate | 40.0% | 70.8%-30.8pp | 75.7%-35.7pp | 67.9%-27.9pp |
| Annual return | -11.66% | -13.81%+2.2pp | -12.16%+0.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,139 | $2,193-48.1% | $2,921-61.0% | $2,596-56.1% |
| Participant deferral / active EE | $1,724 | $3,627-52.5% | $4,564-62.2% | $4,027-57.2% |
| Admin fee / account holder | $1,146 | $5,896-80.6% | $8,445-86.4% | $5,403-78.8% |