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 | $43,870 | $100,754-56.5% | $86,677-49.4% | $134,475-67.4% |
| Participation rate | 40.0% | 78.9%-38.9pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -6.47% | 29.04%-35.5pp | 35.91%-42.4pp | 417.96%-424.4pp |
| Employer contribution / active EE | $1,055 | $3,489-69.8% | $2,836-62.8% | $4,740-77.7% |
| Participant deferral / active EE | $3,363 | $5,338-37.0% | $4,656-27.8% | $6,400-47.4% |
| Admin fee / account holder | $2,149 | $10,926-80.3% | $7,493-71.3% | $11,426-81.2% |