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 | $28,059 | $42,383-33.8% | $76,523-63.3% | $64,186-56.3% |
| Participation rate | 58.3% | 58.1%+0.2pp | 68.0%-9.7pp | 69.6%-11.2pp |
| Annual return | -4.74% | -16.54%+11.8pp | -0.27%-4.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $578 | $1,563-63.0% | $2,647-78.2% | $2,381-75.7% |
| Participant deferral / active EE | $1,520 | $2,566-40.8% | $3,835-60.4% | $3,470-56.2% |
| Admin fee / account holder | $2,224 | $3,198-30.4% | $4,848-54.1% | $4,888-54.5% |