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 | $23,628 | $56,357-58.1% | $104,294-77.3% | $68,494-65.5% |
| Participation rate | 35.3% | 63.3%-28.0pp | 73.3%-38.0pp | 67.9%-32.6pp |
| Annual return | -1.89% | -9.19%+7.3pp | 24.61%-26.5pp | -7.84%+5.9pp |
| Employer contribution / active EE | $1,982 | $1,960+1.1% | $3,372-41.2% | $2,596-23.6% |
| Participant deferral / active EE | $3,099 | $3,077+0.7% | $4,625-33.0% | $4,027-23.1% |
| Admin fee / account holder | $4,343 | $4,903-11.4% | $7,339-40.8% | $5,403-19.6% |