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 | $40,746 | $42,894-5.0% | $60,874-33.1% | $68,494-40.5% |
| Participation rate | 68.6% | 66.8%+1.8pp | 73.1%-4.5pp | 67.9%+0.7pp |
| Annual return | 2.33% | -13.98%+16.3pp | 16.90%-14.6pp | -7.84%+10.2pp |
| Employer contribution / active EE | $488 | $1,978-75.3% | $2,701-81.9% | $2,596-81.2% |
| Participant deferral / active EE | $2,995 | $2,867+4.5% | $3,817-21.5% | $4,027-25.6% |
| Admin fee / account holder | $6,682 | $3,101+115.5% | $3,224+107.2% | $5,403+23.7% |