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 | $37,817 | $48,265-21.6% | $68,791-45.0% | $68,494-44.8% |
| Participation rate | 31.9% | 60.7%-28.8pp | 69.0%-37.1pp | 67.9%-36.0pp |
| Annual return | -13.48% | -12.71%-0.8pp | -6.38%-7.1pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,133 | $1,829-38.0% | $2,655-57.3% | $2,596-56.4% |
| Participant deferral / active EE | $1,696 | $2,867-40.8% | $3,941-57.0% | $4,027-57.9% |
| Admin fee / account holder | $13,792 | $4,355+216.7% | $4,932+179.6% | $5,403+155.3% |