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 | $41,756 | $64,707-35.5% | $112,228-62.8% | $68,494-39.0% |
| Participation rate | 34.5% | 67.2%-32.7pp | 75.1%-40.6pp | 67.9%-33.4pp |
| Annual return | -14.63% | -11.40%-3.2pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,252 | $2,746-54.4% | $3,635-65.6% | $2,596-51.8% |
| Participant deferral / active EE | $2,673 | $3,565-25.0% | $4,728-43.5% | $4,027-33.6% |
| Admin fee / account holder | $6,471 | $5,232+23.7% | $6,410+1.0% | $5,403+19.8% |