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 | $38,089 | $50,958-25.3% | $74,550-48.9% | $64,186-40.7% |
| Participation rate | 59.7% | 61.1%-1.4pp | 69.1%-9.4pp | 69.6%-9.9pp |
| Annual return | -0.39% | -1.86%+1.5pp | 32.53%-32.9pp | 7.63%-8.0pp |
| Employer contribution / active EE | $537 | $1,115-51.9% | $1,961-72.6% | $2,381-77.5% |
| Participant deferral / active EE | $2,191 | $2,301-4.8% | $3,108-29.5% | $3,470-36.8% |
| Admin fee / account holder | $4,368 | $4,223+3.4% | $5,060-13.7% | $4,888-10.6% |