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 | $45,691 | $61,660-25.9% | $80,019-42.9% | $64,186-28.8% |
| Participation rate | 68.3% | 71.7%-3.4pp | 75.8%-7.5pp | 69.6%-1.3pp |
| Annual return | -3.83% | -0.33%-3.5pp | 11.22%-15.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,522 | $1,810+39.3% | $2,468+2.2% | $2,381+5.9% |
| Participant deferral / active EE | $5,883 | $2,968+98.2% | $3,686+59.6% | $3,470+69.6% |
| Admin fee / account holder | $3,451 | $5,417-36.3% | $6,521-47.1% | $4,888-29.4% |