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 | $26,157 | $53,596-51.2% | $90,645-71.1% | $64,186-59.2% |
| Participation rate | 61.7% | 64.5%-2.8pp | 74.0%-12.3pp | 69.6%-7.8pp |
| Annual return | -7.87% | 4.41%-12.3pp | 1.88%-9.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,353 | $1,503-10.0% | $2,532-46.6% | $2,381-43.2% |
| Participant deferral / active EE | $2,415 | $2,459-1.8% | $3,425-29.5% | $3,470-30.4% |
| Admin fee / account holder | $1,705 | $3,868-55.9% | $4,994-65.9% | $4,888-65.1% |