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 | $43,393 | $133,958-67.6% | $112,228-61.3% | $134,475-67.7% |
| Participation rate | 42.1% | 78.6%-36.5pp | 75.1%-33.0pp | 81.2%-39.1pp |
| Annual return | -15.90% | 47.11%-63.0pp | 27.45%-43.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,935 | $4,038-52.1% | $3,635-46.8% | $4,740-59.2% |
| Participant deferral / active EE | $4,178 | $5,291-21.0% | $4,728-11.6% | $6,400-34.7% |
| Admin fee / account holder | $7,728 | $7,489+3.2% | $6,410+20.6% | $11,426-32.4% |