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 | $31,200 | $42,894-27.3% | $60,874-48.7% | $68,494-54.4% |
| Participation rate | 38.2% | 66.8%-28.6pp | 73.1%-34.9pp | 67.9%-29.7pp |
| Annual return | -16.73% | -13.98%-2.7pp | 16.90%-33.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,023 | $1,978-48.3% | $2,701-62.1% | $2,596-60.6% |
| Participant deferral / active EE | $1,857 | $2,867-35.2% | $3,817-51.3% | $4,027-53.9% |
| Admin fee / account holder | $3,842 | $3,101+23.9% | $3,224+19.2% | $5,403-28.9% |