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 | $61,800 | $59,805+3.3% | $79,550-22.3% | $68,494-9.8% |
| Participation rate | 47.4% | 61.1%-13.7pp | 69.5%-22.1pp | 67.9%-20.5pp |
| Annual return | -14.24% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $398 | $1,505-73.6% | $2,413-83.5% | $2,596-84.7% |
| Participant deferral / active EE | $3,614 | $3,024+19.5% | $3,985-9.3% | $4,027-10.3% |
| Admin fee / account holder | $3,535 | $4,835-26.9% | $6,832-48.3% | $5,403-34.6% |