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 7-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 | $43,708 | $64,707-32.5% | $112,228-61.1% | $68,494-36.2% |
| Participation rate | 51.5% | 67.2%-15.6pp | 75.1%-23.5pp | 67.9%-16.4pp |
| Annual return | -18.33% | -11.40%-6.9pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,706 | $2,746+35.0% | $3,635+2.0% | $2,596+42.7% |
| Participant deferral / active EE | $6,035 | $3,565+69.3% | $4,728+27.6% | $4,027+49.9% |
| Admin fee / account holder | $1,403 | $5,232-73.2% | $6,410-78.1% | $5,403-74.0% |