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 | $54,038 | $59,805-9.6% | $79,550-32.1% | $68,494-21.1% |
| Participation rate | 47.1% | 61.1%-14.0pp | 69.5%-22.4pp | 67.9%-20.8pp |
| Annual return | -15.59% | -12.30%-3.3pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $554 | $1,505-63.2% | $2,413-77.0% | $2,596-78.7% |
| Participant deferral / active EE | $3,032 | $3,024+0.2% | $3,985-23.9% | $4,027-24.7% |
| Admin fee / account holder | $1,016 | $4,835-79.0% | $6,832-85.1% | $5,403-81.2% |