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 | $31,434 | $158,817-80.2% | $121,196-74.1% | $135,375-76.8% |
| Participation rate | 69.2% | 79.3%-10.1pp | 71.7%-2.5pp | 82.6%-13.4pp |
| Annual return | -5.63% | -0.64%-5.0pp | 16.93%-22.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,538 | $5,665-72.8% | $4,022-61.7% | $4,779-67.8% |
| Participant deferral / active EE | $2,197 | $4,005-45.1% | $3,344-34.3% | $5,609-60.8% |
| Admin fee / account holder | $2,590 | $6,512-60.2% | $5,019-48.4% | $10,827-76.1% |