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 6-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 | $45,481 | $73,867-38.4% | $143,757-68.4% | $68,494-33.6% |
| Participation rate | 32.1% | 66.7%-34.5pp | 80.3%-48.2pp | 67.9%-35.7pp |
| Annual return | -18.00% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $867 | $3,184-72.8% | $4,951-82.5% | $2,596-66.6% |
| Participant deferral / active EE | $2,411 | $3,384-28.8% | $5,637-57.2% | $4,027-40.1% |
| Admin fee / account holder | $463 | $5,755-92.0% | $14,673-96.8% | $5,403-91.4% |