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 | $33,021 | $62,586-47.2% | $76,768-57.0% | $64,186-48.6% |
| Participation rate | 44.8% | 72.8%-28.0pp | 77.0%-32.1pp | 69.6%-24.7pp |
| Annual return | -3.63% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $943 | $1,832-48.5% | $2,485-62.0% | $2,381-60.4% |
| Participant deferral / active EE | $1,664 | $3,145-47.1% | $3,852-56.8% | $3,470-52.1% |
| Admin fee / account holder | $8,390 | $4,667+79.8% | $6,675+25.7% | $4,888+71.7% |