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 7-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 | $15,864 | $48,265-67.1% | $68,791-76.9% | $68,494-76.8% |
| Participation rate | 43.5% | 60.7%-17.1pp | 69.0%-25.5pp | 67.9%-24.3pp |
| Annual return | 34.10% | -12.71%+46.8pp | -6.38%+40.5pp | -7.84%+41.9pp |
| Employer contribution / active EE | $1,148 | $1,829-37.2% | $2,655-56.7% | $2,596-55.8% |
| Participant deferral / active EE | $2,579 | $2,867-10.0% | $3,941-34.6% | $4,027-36.0% |
| Admin fee / account holder | $525 | $4,355-87.9% | $4,932-89.4% | $5,403-90.3% |