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 9-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 | $34,574 | $45,863-24.6% | $77,024-55.1% | $68,494-49.5% |
| Participation rate | 30.6% | 55.9%-25.3pp | 67.9%-37.3pp | 67.9%-37.2pp |
| Annual return | -15.53% | 1.72%-17.2pp | 42.32%-57.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $727 | $1,650-55.9% | $2,812-74.1% | $2,596-72.0% |
| Participant deferral / active EE | $2,856 | $2,962-3.6% | $4,426-35.5% | $4,027-29.1% |
| Admin fee / account holder | $18,271 | $3,041+500.9% | $5,425+236.8% | $5,403+238.2% |