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 9-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 | $51,868 | $54,726-5.2% | $68,793-24.6% | $64,186-19.2% |
| Participation rate | 54.0% | 68.0%-14.1pp | 72.2%-18.3pp | 69.6%-15.6pp |
| Annual return | -6.64% | -1.62%-5.0pp | -4.63%-2.0pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,582 | $2,626-1.7% | $3,311-22.0% | $3,470-25.6% |
| Admin fee / account holder | $1,815 | $4,027-54.9% | $5,131-64.6% | $4,888-62.9% |