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 | $31,146 | $43,327-28.1% | $59,878-48.0% | $64,186-51.5% |
| Participation rate | 35.1% | 69.2%-34.1pp | 74.7%-39.6pp | 69.6%-34.5pp |
| Annual return | -4.30% | -1.55%-2.8pp | 3.46%-7.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $467 | $2,028-77.0% | $2,722-82.8% | $2,381-80.4% |
| Participant deferral / active EE | $2,447 | $2,546-3.9% | $3,402-28.1% | $3,470-29.5% |
| Admin fee / account holder | $4,548 | $3,005+51.3% | $3,590+26.7% | $4,888-7.0% |