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 | $55,592 | $59,805-7.0% | $79,550-30.1% | $68,494-18.8% |
| Participation rate | 34.5% | 61.1%-26.6pp | 69.5%-35.0pp | 67.9%-33.4pp |
| Annual return | -12.13% | -12.30%+0.2pp | 0.16%-12.3pp | -7.84%-4.3pp |
| Employer contribution / active EE | $549 | $1,505-63.5% | $2,413-77.2% | $2,596-78.8% |
| Participant deferral / active EE | $2,667 | $3,024-11.8% | $3,985-33.1% | $4,027-33.8% |
| Admin fee / account holder | $18,237 | $4,835+277.2% | $6,832+166.9% | $5,403+237.6% |