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 | $57,681 | $59,805-3.6% | $79,550-27.5% | $68,494-15.8% |
| Participation rate | 40.5% | 61.1%-20.5pp | 69.5%-28.9pp | 67.9%-27.3pp |
| Annual return | -12.11% | -12.30%+0.2pp | 0.16%-12.3pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,158 | $3,024-28.6% | $3,985-45.8% | $4,027-46.4% |
| Admin fee / account holder | $4,631 | $4,835-4.2% | $6,832-32.2% | $5,403-14.3% |