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 | $29,186 | $49,280-40.8% | $67,313-56.6% | $64,186-54.5% |
| Participation rate | 47.4% | 60.8%-13.4pp | 69.1%-21.7pp | 69.6%-22.2pp |
| Annual return | -6.81% | -1.39%-5.4pp | -4.08%-2.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $681 | $1,668-59.2% | $2,566-73.5% | $2,381-71.4% |
| Participant deferral / active EE | $1,222 | $2,484-50.8% | $3,568-65.7% | $3,470-64.8% |
| Admin fee / account holder | $654 | $3,863-83.1% | $4,507-85.5% | $4,888-86.6% |