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 | $15,034 | $42,383-64.5% | $76,523-80.4% | $64,186-76.6% |
| Participation rate | 65.4% | 58.1%+7.2pp | 68.0%-2.6pp | 69.6%-4.2pp |
| Annual return | -6.98% | -16.54%+9.6pp | -0.27%-6.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,572 | $1,563+0.6% | $2,647-40.6% | $2,381-34.0% |
| Participant deferral / active EE | $3,299 | $2,566+28.5% | $3,835-14.0% | $3,470-4.9% |
| Admin fee / account holder | $438 | $3,198-86.3% | $4,848-91.0% | $4,888-91.0% |