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 | $48,858 | $59,805-18.3% | $79,550-38.6% | $68,494-28.7% |
| Participation rate | 46.9% | 61.1%-14.1pp | 69.5%-22.5pp | 67.9%-20.9pp |
| Annual return | -13.02% | -12.30%-0.7pp | 0.16%-13.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $397 | $1,505-73.6% | $2,413-83.5% | $2,596-84.7% |
| Participant deferral / active EE | $2,011 | $3,024-33.5% | $3,985-49.5% | $4,027-50.1% |
| Admin fee / account holder | $8,137 | $4,835+68.3% | $6,832+19.1% | $5,403+50.6% |