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 | $29,303 | $71,883-59.2% | $86,677-66.2% | $68,494-57.2% |
| Participation rate | 67.6% | 72.2%-4.6pp | 76.6%-8.9pp | 67.9%-0.2pp |
| Annual return | -8.95% | 3.52%-12.5pp | 35.91%-44.9pp | -7.84%-1.1pp |
| Employer contribution / active EE | $1,456 | $2,173-33.0% | $2,836-48.7% | $2,596-43.9% |
| Participant deferral / active EE | $2,357 | $3,779-37.6% | $4,656-49.4% | $4,027-41.5% |
| Admin fee / account holder | $10,347 | $6,112+69.3% | $7,493+38.1% | $5,403+91.5% |