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 | $30,097 | $59,805-49.7% | $79,550-62.2% | $68,494-56.1% |
| Participation rate | 65.8% | 61.1%+4.7pp | 69.5%-3.7pp | 67.9%-2.1pp |
| Annual return | -15.67% | -12.30%-3.4pp | 0.16%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,463 | $1,505-2.8% | $2,413-39.4% | $2,596-43.6% |
| Participant deferral / active EE | $4,048 | $3,024+33.8% | $3,985+1.6% | $4,027+0.5% |
| Admin fee / account holder | $1,025 | $4,835-78.8% | $6,832-85.0% | $5,403-81.0% |