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 | $33,379 | $62,586-46.7% | $76,768-56.5% | $64,186-48.0% |
| Participation rate | 61.8% | 72.8%-11.0pp | 77.0%-15.1pp | 69.6%-7.7pp |
| Annual return | -5.60% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,073 | $1,832+13.1% | $2,485-16.6% | $2,381-12.9% |
| Participant deferral / active EE | $4,288 | $3,145+36.4% | $3,852+11.3% | $3,470+23.6% |
| Admin fee / account holder | $2,264 | $4,667-51.5% | $6,675-66.1% | $4,888-53.7% |