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 | $35,859 | $61,660-41.8% | $80,019-55.2% | $64,186-44.1% |
| Participation rate | 69.0% | 71.7%-2.6pp | 75.8%-6.8pp | 69.6%-0.5pp |
| Annual return | -5.66% | -0.33%-5.3pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $817 | $1,810-54.9% | $2,468-66.9% | $2,381-65.7% |
| Participant deferral / active EE | $1,913 | $2,968-35.5% | $3,686-48.1% | $3,470-44.9% |
| Admin fee / account holder | $17,868 | $5,417+229.8% | $6,521+174.0% | $4,888+265.5% |