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 | $36,996 | $56,484-34.5% | $169,463-78.2% | $64,186-42.4% |
| Participation rate | 33.8% | 64.5%-30.7pp | 77.8%-44.0pp | 69.6%-35.7pp |
| Annual return | -7.94% | -1.55%-6.4pp | 1.83%-9.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $355 | $1,832-80.6% | $4,159-91.5% | $2,381-85.1% |
| Participant deferral / active EE | $1,821 | $3,448-47.2% | $5,277-65.5% | $3,470-47.5% |
| Admin fee / account holder | $2,634 | $4,174-36.9% | $9,109-71.1% | $4,888-46.1% |