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 | $37,870 | $50,958-25.7% | $74,550-49.2% | $64,186-41.0% |
| Participation rate | 48.5% | 61.1%-12.6pp | 69.1%-20.7pp | 69.6%-21.1pp |
| Annual return | -1.69% | -1.86%+0.2pp | 32.53%-34.2pp | 7.63%-9.3pp |
| Employer contribution / active EE | $630 | $1,115-43.5% | $1,961-67.9% | $2,381-73.5% |
| Participant deferral / active EE | $2,145 | $2,301-6.8% | $3,108-31.0% | $3,470-38.2% |
| Admin fee / account holder | $611 | $4,223-85.5% | $5,060-87.9% | $4,888-87.5% |