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 | $65,670 | $73,004-10.0% | $90,749-27.6% | $68,494-4.1% |
| Participation rate | 38.5% | 70.8%-32.4pp | 75.7%-37.2pp | 67.9%-29.4pp |
| Annual return | -14.29% | -13.81%-0.5pp | -12.16%-2.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $920 | $2,193-58.0% | $2,921-68.5% | $2,596-64.6% |
| Participant deferral / active EE | $1,595 | $3,627-56.0% | $4,564-65.1% | $4,027-60.4% |
| Admin fee / account holder | $5,209 | $5,896-11.6% | $8,445-38.3% | $5,403-3.6% |