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 | $38,635 | $77,813-50.3% | $123,544-68.7% | $64,186-39.8% |
| Participation rate | 59.6% | 74.7%-15.1pp | 82.3%-22.6pp | 69.6%-9.9pp |
| Annual return | -6.18% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,809 | $3,014-6.8% | $4,628-39.3% | $2,381+18.0% |
| Participant deferral / active EE | $4,912 | $5,240-6.3% | $6,426-23.6% | $3,470+41.6% |
| Admin fee / account holder | $2,080 | $5,519-62.3% | $9,284-77.6% | $4,888-57.5% |