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 | $34,024 | $59,805-43.1% | $79,550-57.2% | $68,494-50.3% |
| Participation rate | 46.7% | 61.1%-14.4pp | 69.5%-22.8pp | 67.9%-21.2pp |
| Annual return | -14.77% | -12.30%-2.5pp | 0.16%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,612 | $1,505+7.1% | $2,413-33.2% | $2,596-37.9% |
| Participant deferral / active EE | $3,410 | $3,024+12.8% | $3,985-14.4% | $4,027-15.3% |
| Admin fee / account holder | $810 | $4,835-83.2% | $6,832-88.1% | $5,403-85.0% |