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 | $36,657 | $42,894-14.5% | $60,874-39.8% | $68,494-46.5% |
| Participation rate | 61.9% | 66.8%-4.9pp | 73.1%-11.2pp | 67.9%-6.0pp |
| Annual return | -9.23% | -13.98%+4.7pp | 16.90%-26.1pp | -7.84%-1.4pp |
| Employer contribution / active EE | $1,274 | $1,978-35.6% | $2,701-52.8% | $2,596-50.9% |
| Participant deferral / active EE | $2,513 | $2,867-12.3% | $3,817-34.1% | $4,027-37.6% |
| Admin fee / account holder | $665 | $3,101-78.6% | $3,224-79.4% | $5,403-87.7% |