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 | $22,704 | $53,596-57.6% | $90,645-75.0% | $64,186-64.6% |
| Participation rate | 47.7% | 64.5%-16.8pp | 74.0%-26.3pp | 69.6%-21.8pp |
| Annual return | -4.56% | 4.41%-9.0pp | 1.88%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,022 | $1,503-32.0% | $2,532-59.6% | $2,381-57.1% |
| Participant deferral / active EE | $1,236 | $2,459-49.7% | $3,425-63.9% | $3,470-64.4% |
| Admin fee / account holder | $3,369 | $3,868-12.9% | $4,994-32.5% | $4,888-31.1% |