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 8-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 | $38,163 | $59,805-36.2% | $79,550-52.0% | $68,494-44.3% |
| Participation rate | 17.6% | 61.1%-43.4pp | 69.5%-51.8pp | 67.9%-50.2pp |
| Annual return | -15.53% | -12.30%-3.2pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,297 | $1,505-13.8% | $2,413-46.2% | $2,596-50.0% |
| Participant deferral / active EE | $2,156 | $3,024-28.7% | $3,985-45.9% | $4,027-46.5% |
| Admin fee / account holder | $2,825 | $4,835-41.6% | $6,832-58.6% | $5,403-47.7% |