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 | $35,611 | $43,327-17.8% | $59,878-40.5% | $64,186-44.5% |
| Participation rate | 67.9% | 69.2%-1.2pp | 74.7%-6.8pp | 69.6%-1.6pp |
| Annual return | -4.74% | -1.55%-3.2pp | 3.46%-8.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,961 | $2,028-3.3% | $2,722-27.9% | $2,381-17.6% |
| Participant deferral / active EE | $1,220 | $2,546-52.1% | $3,402-64.1% | $3,470-64.8% |
| Admin fee / account holder | $2,107 | $3,005-29.9% | $3,590-41.3% | $4,888-56.9% |