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 | $34,622 | $54,726-36.7% | $68,793-49.7% | $64,186-46.1% |
| Participation rate | 67.9% | 68.0%-0.2pp | 72.2%-4.4pp | 69.6%-1.7pp |
| Annual return | -6.95% | -1.62%-5.3pp | -4.63%-2.3pp | 7.63%-14.6pp |
| Employer contribution / active EE | $654 | $1,846-64.6% | $2,625-75.1% | $2,381-72.5% |
| Participant deferral / active EE | $2,140 | $2,626-18.5% | $3,311-35.4% | $3,470-38.3% |
| Admin fee / account holder | $8,856 | $4,027+119.9% | $5,131+72.6% | $4,888+81.2% |