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 | $27,485 | $48,265-43.1% | $68,791-60.0% | $68,494-59.9% |
| Participation rate | 46.5% | 60.7%-14.2pp | 69.0%-22.5pp | 67.9%-21.4pp |
| Annual return | -16.13% | -12.71%-3.4pp | -6.38%-9.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,260 | $2,867-56.0% | $3,941-68.0% | $4,027-68.7% |
| Admin fee / account holder | $3,958 | $4,355-9.1% | $4,932-19.7% | $5,403-26.7% |