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 8-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 | $77,424 | $45,863+68.8% | $77,024+0.5% | $68,494+13.0% |
| Participation rate | 30.9% | 55.9%-25.0pp | 67.9%-37.0pp | 67.9%-37.0pp |
| Annual return | -18.67% | 1.72%-20.4pp | 42.32%-61.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,871 | $1,650+13.4% | $2,812-33.5% | $2,596-27.9% |
| Participant deferral / active EE | $3,343 | $2,962+12.9% | $4,426-24.5% | $4,027-17.0% |
| Admin fee / account holder | $1,748 | $3,041-42.5% | $5,425-67.8% | $5,403-67.6% |