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 | $35,192 | $71,883-51.0% | $86,677-59.4% | $68,494-48.6% |
| Participation rate | 61.5% | 72.2%-10.7pp | 76.6%-15.0pp | 67.9%-6.3pp |
| Annual return | -16.36% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $809 | $2,173-62.7% | $2,836-71.5% | $2,596-68.8% |
| Participant deferral / active EE | $2,973 | $3,779-21.3% | $4,656-36.1% | $4,027-26.2% |
| Admin fee / account holder | $521 | $6,112-91.5% | $7,493-93.0% | $5,403-90.4% |