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 | $38,531 | $45,863-16.0% | $77,024-50.0% | $68,494-43.7% |
| Participation rate | 47.6% | 55.9%-8.4pp | 67.9%-20.3pp | 67.9%-20.3pp |
| Annual return | -15.34% | 1.72%-17.1pp | 42.32%-57.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $385 | $1,650-76.6% | $2,812-86.3% | $2,596-85.2% |
| Participant deferral / active EE | $2,095 | $2,962-29.3% | $4,426-52.7% | $4,027-48.0% |
| Admin fee / account holder | $3,309 | $3,041+8.8% | $5,425-39.0% | $5,403-38.8% |