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 | $43,282 | $43,327-0.1% | $59,878-27.7% | $64,186-32.6% |
| Participation rate | 67.3% | 69.2%-1.9pp | 74.7%-7.4pp | 69.6%-2.3pp |
| Annual return | -4.51% | -1.55%-3.0pp | 3.46%-8.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,735 | $2,028-14.5% | $2,722-36.3% | $2,381-27.1% |
| Participant deferral / active EE | $2,206 | $2,546-13.3% | $3,402-35.2% | $3,470-36.4% |
| Admin fee / account holder | $4,878 | $3,005+62.3% | $3,590+35.9% | $4,888-0.2% |