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 | $22,678 | $54,726-58.6% | $68,793-67.0% | $64,186-64.7% |
| Participation rate | 62.6% | 68.0%-5.4pp | 72.2%-9.6pp | 69.6%-6.9pp |
| Annual return | -7.40% | -1.62%-5.8pp | -4.63%-2.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,310 | $1,846-29.0% | $2,625-50.1% | $2,381-45.0% |
| Participant deferral / active EE | $2,762 | $2,626+5.2% | $3,311-16.6% | $3,470-20.4% |
| Admin fee / account holder | $1,669 | $4,027-58.6% | $5,131-67.5% | $4,888-65.9% |