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 | $34,064 | $49,280-30.9% | $67,313-49.4% | $64,186-46.9% |
| Participation rate | 36.2% | 60.8%-24.6pp | 69.1%-32.9pp | 69.6%-33.4pp |
| Annual return | -7.31% | -1.39%-5.9pp | -4.08%-3.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $906 | $1,668-45.7% | $2,566-64.7% | $2,381-62.0% |
| Participant deferral / active EE | $1,386 | $2,484-44.2% | $3,568-61.1% | $3,470-60.0% |
| Admin fee / account holder | $1,101 | $3,863-71.5% | $4,507-75.6% | $4,888-77.5% |