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 | $19,666 | $45,863-57.1% | $77,024-74.5% | $68,494-71.3% |
| Participation rate | 46.4% | 55.9%-9.5pp | 67.9%-21.5pp | 67.9%-21.5pp |
| Annual return | -19.16% | 1.72%-20.9pp | 42.32%-61.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,160 | $1,650-29.7% | $2,812-58.7% | $2,596-55.3% |
| Participant deferral / active EE | $2,223 | $2,962-25.0% | $4,426-49.8% | $4,027-44.8% |
| Admin fee / account holder | $1,785 | $3,041-41.3% | $5,425-67.1% | $5,403-67.0% |