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 | $30,941 | $59,805-48.3% | $79,550-61.1% | $68,494-54.8% |
| Participation rate | 54.7% | 61.1%-6.3pp | 69.5%-14.8pp | 67.9%-13.2pp |
| Annual return | -2.38% | -12.30%+9.9pp | 0.16%-2.5pp | -7.84%+5.5pp |
| Employer contribution / active EE | $2,263 | $1,505+50.3% | $2,413-6.2% | $2,596-12.9% |
| Participant deferral / active EE | $4,074 | $3,024+34.7% | $3,985+2.2% | $4,027+1.2% |
| Admin fee / account holder | $1,630 | $4,835-66.3% | $6,832-76.1% | $5,403-69.8% |