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 5-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 | $32,092 | $59,805-46.3% | $79,550-59.7% | $68,494-53.1% |
| Participation rate | 32.8% | 61.1%-28.2pp | 69.5%-36.7pp | 67.9%-35.1pp |
| Annual return | -17.33% | -12.30%-5.0pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,137 | $1,505-24.5% | $2,413-52.9% | $2,596-56.2% |
| Participant deferral / active EE | $2,553 | $3,024-15.6% | $3,985-35.9% | $4,027-36.6% |
| Admin fee / account holder | $13,727 | $4,835+183.9% | $6,832+100.9% | $5,403+154.1% |