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 | $28,312 | $48,265-41.3% | $68,791-58.8% | $68,494-58.7% |
| Participation rate | 51.9% | 60.7%-8.8pp | 69.0%-17.2pp | 67.9%-16.0pp |
| Annual return | -14.61% | -12.71%-1.9pp | -6.38%-8.2pp | -7.84%-6.8pp |
| Employer contribution / active EE | $966 | $1,829-47.2% | $2,655-63.6% | $2,596-62.8% |
| Participant deferral / active EE | $1,380 | $2,867-51.9% | $3,941-65.0% | $4,027-65.7% |
| Admin fee / account holder | $2,482 | $4,355-43.0% | $4,932-49.7% | $5,403-54.1% |