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 | $36,111 | $73,004-50.5% | $90,749-60.2% | $68,494-47.3% |
| Participation rate | 51.2% | 70.8%-19.6pp | 75.7%-24.5pp | 67.9%-16.7pp |
| Annual return | -18.21% | -13.81%-4.4pp | -12.16%-6.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,690 | $3,627-53.4% | $4,564-63.0% | $4,027-58.0% |
| Admin fee / account holder | $1,354 | $5,896-77.0% | $8,445-84.0% | $5,403-74.9% |