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 | $37,183 | $59,805-37.8% | $79,550-53.3% | $68,494-45.7% |
| Participation rate | 55.4% | 61.1%-5.7pp | 69.5%-14.1pp | 67.9%-12.5pp |
| Annual return | -17.80% | -12.30%-5.5pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $786 | $1,505-47.8% | $2,413-67.4% | $2,596-69.7% |
| Participant deferral / active EE | $1,494 | $3,024-50.6% | $3,985-62.5% | $4,027-62.9% |
| Admin fee / account holder | $1,921 | $4,835-60.3% | $6,832-71.9% | $5,403-64.4% |