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 | $47,024 | $64,707-27.3% | $112,228-58.1% | $68,494-31.3% |
| Participation rate | 45.5% | 67.2%-21.7pp | 75.1%-29.6pp | 67.9%-22.4pp |
| Annual return | -19.00% | -11.40%-7.6pp | 27.45%-46.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,212 | $2,746-55.9% | $3,635-66.7% | $2,596-53.3% |
| Participant deferral / active EE | $2,962 | $3,565-16.9% | $4,728-37.3% | $4,027-26.4% |
| Admin fee / account holder | $1,052 | $5,232-79.9% | $6,410-83.6% | $5,403-80.5% |