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 | $38,326 | $59,805-35.9% | $79,550-51.8% | $68,494-44.0% |
| Participation rate | 53.7% | 61.1%-7.4pp | 69.5%-15.8pp | 67.9%-14.2pp |
| Annual return | -2.37% | -12.30%+9.9pp | 0.16%-2.5pp | -7.84%+5.5pp |
| Employer contribution / active EE | $1,104 | $1,505-26.6% | $2,413-54.2% | $2,596-57.5% |
| Participant deferral / active EE | $1,535 | $3,024-49.2% | $3,985-61.5% | $4,027-61.9% |
| Admin fee / account holder | $1,422 | $4,835-70.6% | $6,832-79.2% | $5,403-73.7% |