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 | $46,694 | $133,958-65.1% | $112,228-58.4% | $134,475-65.3% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -18.47% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $800 | $4,038-80.2% | $3,635-78.0% | $4,740-83.1% |
| Participant deferral / active EE | $3,353 | $5,291-36.6% | $4,728-29.1% | $6,400-47.6% |
| Admin fee / account holder | $542 | $7,489-92.8% | $6,410-91.5% | $11,426-95.3% |