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 | $33,542 | $48,265-30.5% | $68,791-51.2% | $68,494-51.0% |
| Participation rate | 55.9% | 60.7%-4.8pp | 69.0%-13.1pp | 67.9%-12.0pp |
| Annual return | -3.54% | -12.71%+9.2pp | -6.38%+2.8pp | -7.84%+4.3pp |
| Employer contribution / active EE | $1,226 | $1,829-32.9% | $2,655-53.8% | $2,596-52.8% |
| Participant deferral / active EE | $3,387 | $2,867+18.2% | $3,941-14.1% | $4,027-15.9% |
| Admin fee / account holder | $1,755 | $4,355-59.7% | $4,932-64.4% | $5,403-67.5% |