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 | $34,796 | $59,805-41.8% | $79,550-56.3% | $68,494-49.2% |
| Participation rate | 64.3% | 61.1%+3.2pp | 69.5%-5.2pp | 67.9%-3.6pp |
| Annual return | -15.34% | -12.30%-3.0pp | 0.16%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,395 | $1,505-7.3% | $2,413-42.2% | $2,596-46.3% |
| Participant deferral / active EE | $3,167 | $3,024+4.7% | $3,985-20.5% | $4,027-21.4% |
| Admin fee / account holder | $1,947 | $4,835-59.7% | $6,832-71.5% | $5,403-64.0% |