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 | $37,667 | $64,707-41.8% | $112,228-66.4% | $68,494-45.0% |
| Participation rate | 56.3% | 67.2%-10.9pp | 75.1%-18.8pp | 67.9%-11.6pp |
| Annual return | -12.00% | -11.40%-0.6pp | 27.45%-39.4pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,010 | $2,746-63.2% | $3,635-72.2% | $2,596-61.1% |
| Participant deferral / active EE | $2,322 | $3,565-34.9% | $4,728-50.9% | $4,027-42.3% |
| Admin fee / account holder | $714 | $5,232-86.3% | $6,410-88.9% | $5,403-86.8% |