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 | $29,015 | $71,883-59.6% | $86,677-66.5% | $68,494-57.6% |
| Participation rate | 48.8% | 72.2%-23.5pp | 76.6%-27.8pp | 67.9%-19.1pp |
| Annual return | -13.82% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $777 | $2,173-64.2% | $2,836-72.6% | $2,596-70.1% |
| Participant deferral / active EE | $2,749 | $3,779-27.2% | $4,656-41.0% | $4,027-31.7% |
| Admin fee / account holder | $4,563 | $6,112-25.3% | $7,493-39.1% | $5,403-15.5% |