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 | $31,868 | $42,894-25.7% | $60,874-47.6% | $68,494-53.5% |
| Participation rate | 39.3% | 66.8%-27.5pp | 73.1%-33.8pp | 67.9%-28.6pp |
| Annual return | -18.38% | -13.98%-4.4pp | 16.90%-35.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $763 | $1,978-61.4% | $2,701-71.8% | $2,596-70.6% |
| Participant deferral / active EE | $3,977 | $2,867+38.7% | $3,817+4.2% | $4,027-1.3% |
| Admin fee / account holder | $1,422 | $3,101-54.1% | $3,224-55.9% | $5,403-73.7% |