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 | $58,003 | $59,805-3.0% | $79,550-27.1% | $68,494-15.3% |
| Participation rate | 48.7% | 61.1%-12.3pp | 69.5%-20.8pp | 67.9%-19.2pp |
| Annual return | -17.27% | -12.30%-5.0pp | 0.16%-17.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $431 | $1,505-71.4% | $2,413-82.1% | $2,596-83.4% |
| Participant deferral / active EE | $1,725 | $3,024-43.0% | $3,985-56.7% | $4,027-57.2% |
| Admin fee / account holder | $4,616 | $4,835-4.5% | $6,832-32.4% | $5,403-14.6% |