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 | $33,306 | $59,805-44.3% | $79,550-58.1% | $68,494-51.4% |
| Participation rate | 51.9% | 61.1%-9.2pp | 69.5%-17.6pp | 67.9%-16.0pp |
| Annual return | -18.43% | -12.30%-6.1pp | 0.16%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,011 | $1,505+33.6% | $2,413-16.7% | $2,596-22.5% |
| Participant deferral / active EE | $4,075 | $3,024+34.7% | $3,985+2.3% | $4,027+1.2% |
| Admin fee / account holder | $532 | $4,835-89.0% | $6,832-92.2% | $5,403-90.2% |