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 | $18,854 | $76,912-75.5% | $129,110-85.4% | $68,494-72.5% |
| Participation rate | 60.0% | 69.1%-9.1pp | 77.3%-17.3pp | 67.9%-7.9pp |
| Annual return | -6.70% | -9.78%+3.1pp | -10.94%+4.2pp | -7.84%+1.1pp |
| Employer contribution / active EE | $1,679 | $3,243-48.2% | $5,052-66.8% | $2,596-35.3% |
| Participant deferral / active EE | $2,442 | $4,732-48.4% | $6,542-62.7% | $4,027-39.4% |
| Admin fee / account holder | $3,274 | $6,638-50.7% | $14,302-77.1% | $5,403-39.4% |