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 | $24,335 | $45,863-46.9% | $77,024-68.4% | $68,494-64.5% |
| Participation rate | 20.4% | 55.9%-35.5pp | 67.9%-47.5pp | 67.9%-47.5pp |
| Annual return | -16.31% | 1.72%-18.0pp | 42.32%-58.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $350 | $1,650-78.8% | $2,812-87.6% | $2,596-86.5% |
| Participant deferral / active EE | $1,075 | $2,962-63.7% | $4,426-75.7% | $4,027-73.3% |
| Admin fee / account holder | $810 | $3,041-73.4% | $5,425-85.1% | $5,403-85.0% |