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 | $21,757 | $45,863-52.6% | $77,024-71.8% | $68,494-68.2% |
| Participation rate | 53.3% | 55.9%-2.6pp | 67.9%-14.6pp | 67.9%-14.6pp |
| Annual return | -18.70% | 1.72%-20.4pp | 42.32%-61.0pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,021 | $1,650-38.1% | $2,812-63.7% | $2,596-60.7% |
| Participant deferral / active EE | $1,551 | $2,962-47.6% | $4,426-65.0% | $4,027-61.5% |
| Admin fee / account holder | $1,568 | $3,041-48.4% | $5,425-71.1% | $5,403-71.0% |