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 | $42,410 | $48,265-12.1% | $68,791-38.4% | $68,494-38.1% |
| Participation rate | 40.6% | 60.7%-20.0pp | 69.0%-28.4pp | 67.9%-27.3pp |
| Annual return | -11.59% | -12.71%+1.1pp | -6.38%-5.2pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,708 | $2,867-40.4% | $3,941-56.7% | $4,027-57.6% |
| Admin fee / account holder | $1,041 | $4,355-76.1% | $4,932-78.9% | $5,403-80.7% |