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 7-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 | $31,112 | $53,162-41.5% | $91,220-65.9% | $68,494-54.6% |
| Participation rate | 69.7% | 63.2%+6.5pp | 73.2%-3.5pp | 67.9%+1.8pp |
| Annual return | -4.99% | -3.14%-1.9pp | 114.01%-119.0pp | -7.84%+2.8pp |
| Employer contribution / active EE | $1,256 | $1,709-26.5% | $2,850-55.9% | $2,596-51.6% |
| Participant deferral / active EE | $2,382 | $2,974-19.9% | $4,234-43.7% | $4,027-40.8% |
| Admin fee / account holder | $1,466 | $4,493-67.4% | $5,420-73.0% | $5,403-72.9% |