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 | $37,653 | $64,707-41.8% | $112,228-66.4% | $68,494-45.0% |
| Participation rate | 42.9% | 67.2%-24.3pp | 75.1%-32.2pp | 67.9%-25.0pp |
| Annual return | -18.60% | -11.40%-7.2pp | 27.45%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $944 | $2,746-65.6% | $3,635-74.0% | $2,596-63.6% |
| Participant deferral / active EE | $2,424 | $3,565-32.0% | $4,728-48.7% | $4,027-39.8% |
| Admin fee / account holder | $5,068 | $5,232-3.1% | $6,410-20.9% | $5,403-6.2% |