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 | $53,592 | $59,805-10.4% | $79,550-32.6% | $68,494-21.8% |
| Participation rate | 30.6% | 61.1%-30.4pp | 69.5%-38.8pp | 67.9%-37.2pp |
| Annual return | -14.30% | -12.30%-2.0pp | 0.16%-14.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $342 | $1,505-77.3% | $2,413-85.8% | $2,596-86.8% |
| Participant deferral / active EE | $1,944 | $3,024-35.7% | $3,985-51.2% | $4,027-51.7% |
| Admin fee / account holder | $3,647 | $4,835-24.6% | $6,832-46.6% | $5,403-32.5% |