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 | $37,271 | $61,660-39.6% | $80,019-53.4% | $64,186-41.9% |
| Participation rate | 42.3% | 71.7%-29.4pp | 75.8%-33.5pp | 69.6%-27.3pp |
| Annual return | -3.91% | -0.33%-3.6pp | 11.22%-15.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,081 | $2,968-29.9% | $3,686-43.5% | $3,470-40.0% |
| Admin fee / account holder | $5,590 | $5,417+3.2% | $6,521-14.3% | $4,888+14.4% |