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 | $31,415 | $62,586-49.8% | $76,768-59.1% | $64,186-51.1% |
| Participation rate | 57.4% | 72.8%-15.4pp | 77.0%-19.5pp | 69.6%-12.1pp |
| Annual return | -2.10% | -1.95%-0.2pp | 2.43%-4.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $595 | $1,832-67.5% | $2,485-76.1% | $2,381-75.0% |
| Participant deferral / active EE | $2,250 | $3,145-28.4% | $3,852-41.6% | $3,470-35.1% |
| Admin fee / account holder | $2,698 | $4,667-42.2% | $6,675-59.6% | $4,888-44.8% |