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 | $42,830 | $59,805-28.4% | $79,550-46.2% | $68,494-37.5% |
| Participation rate | 53.1% | 61.1%-8.0pp | 69.5%-16.4pp | 67.9%-14.8pp |
| Annual return | -17.43% | -12.30%-5.1pp | 0.16%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $473 | $1,505-68.6% | $2,413-80.4% | $2,596-81.8% |
| Participant deferral / active EE | $2,767 | $3,024-8.5% | $3,985-30.6% | $4,027-31.3% |
| Admin fee / account holder | $2,570 | $4,835-46.8% | $6,832-62.4% | $5,403-52.4% |