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 | $27,262 | $54,726-50.2% | $68,793-60.4% | $64,186-57.5% |
| Participation rate | 69.5% | 68.0%+1.5pp | 72.2%-2.7pp | 69.6%-0.1pp |
| Annual return | -5.47% | -1.62%-3.8pp | -4.63%-0.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,933 | $2,626-26.4% | $3,311-41.6% | $3,470-44.3% |
| Admin fee / account holder | $1,410 | $4,027-65.0% | $5,131-72.5% | $4,888-71.2% |