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 | $37,667 | $50,958-26.1% | $74,550-49.5% | $64,186-41.3% |
| Participation rate | 68.4% | 61.1%+7.3pp | 69.1%-0.8pp | 69.6%-1.2pp |
| Annual return | -4.51% | -1.86%-2.7pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $253 | $1,115-77.3% | $1,961-87.1% | $2,381-89.4% |
| Participant deferral / active EE | $2,765 | $2,301+20.1% | $3,108-11.0% | $3,470-20.3% |
| Admin fee / account holder | $801 | $4,223-81.0% | $5,060-84.2% | $4,888-83.6% |