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 | $36,266 | $140,588-74.2% | $123,104-70.5% | $125,391-71.1% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -0.40% | 16.80%-17.2pp | 13.22%-13.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,006 | $6,041-66.8% | $5,151-61.1% | $4,866-58.8% |
| Participant deferral / active EE | $9,200 | $6,980+31.8% | $6,230+47.7% | $5,352+71.9% |
| Admin fee / account holder | $35,914 | $11,198+220.7% | $9,015+298.4% | $9,540+276.4% |