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 | $48,730 | $73,004-33.2% | $90,749-46.3% | $68,494-28.9% |
| Participation rate | 57.1% | 70.8%-13.7pp | 75.7%-18.5pp | 67.9%-10.7pp |
| Annual return | -14.93% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,919 | $3,627-47.1% | $4,564-57.9% | $4,027-52.3% |
| Admin fee / account holder | $486 | $5,896-91.8% | $8,445-94.2% | $5,403-91.0% |