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 | $28,365 | $45,863-38.2% | $77,024-63.2% | $68,494-58.6% |
| Participation rate | 45.2% | 55.9%-10.7pp | 67.9%-22.7pp | 67.9%-22.7pp |
| Annual return | -17.36% | 1.72%-19.1pp | 42.32%-59.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,497 | $1,650-9.3% | $2,812-46.8% | $2,596-42.3% |
| Participant deferral / active EE | $3,234 | $2,962+9.2% | $4,426-26.9% | $4,027-19.7% |
| Admin fee / account holder | $3,719 | $3,041+22.3% | $5,425-31.5% | $5,403-31.2% |