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 | $39,073 | $79,633-50.9% | $93,789-58.3% | $68,494-43.0% |
| Participation rate | 68.9% | 75.4%-6.5pp | 81.0%-12.1pp | 67.9%+1.0pp |
| Annual return | -9.95% | -0.10%-9.9pp | -11.33%+1.4pp | -7.84%-2.1pp |
| Employer contribution / active EE | $1,431 | $3,665-60.9% | $4,323-66.9% | $2,596-44.9% |
| Participant deferral / active EE | $4,977 | $5,158-3.5% | $6,094-18.3% | $4,027+23.6% |
| Admin fee / account holder | $6,147 | $6,871-10.5% | $7,195-14.6% | $5,403+13.8% |