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 6-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 | $36,675 | $73,004-49.8% | $90,749-59.6% | $68,494-46.5% |
| Participation rate | 24.0% | 70.8%-46.8pp | 75.7%-51.7pp | 67.9%-43.9pp |
| Annual return | -18.69% | -13.81%-4.9pp | -12.16%-6.5pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,547 | $2,193-29.4% | $2,921-47.0% | $2,596-40.4% |
| Participant deferral / active EE | $3,706 | $3,627+2.2% | $4,564-18.8% | $4,027-8.0% |
| Admin fee / account holder | $2,548 | $5,896-56.8% | $8,445-69.8% | $5,403-52.8% |