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 | $44,605 | $54,229-17.7% | $70,092-36.4% | $68,494-34.9% |
| Participation rate | 21.9% | 64.5%-42.6pp | 70.5%-48.6pp | 67.9%-46.0pp |
| Annual return | -16.47% | -13.87%-2.6pp | 190.73%-207.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $432 | $2,018-78.6% | $2,559-83.1% | $2,596-83.4% |
| Participant deferral / active EE | $1,562 | $2,956-47.2% | $3,849-59.4% | $4,027-61.2% |
| Admin fee / account holder | $529 | $4,694-88.7% | $6,267-91.6% | $5,403-90.2% |