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 | $25,538 | $59,805-57.3% | $79,550-67.9% | $68,494-62.7% |
| Participation rate | 56.3% | 61.1%-4.7pp | 69.5%-13.1pp | 67.9%-11.6pp |
| Annual return | -18.38% | -12.30%-6.1pp | 0.16%-18.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $780 | $1,505-48.2% | $2,413-67.7% | $2,596-69.9% |
| Participant deferral / active EE | $2,406 | $3,024-20.4% | $3,985-39.6% | $4,027-40.2% |
| Admin fee / account holder | $3,215 | $4,835-33.5% | $6,832-52.9% | $5,403-40.5% |