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 7-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 | $48,487 | $93,024-47.9% | $77,024-37.0% | $134,475-63.9% |
| Participation rate | 54.5% | 74.5%-19.9pp | 67.9%-13.4pp | 81.2%-26.7pp |
| Annual return | -16.03% | 62.60%-78.6pp | 42.32%-58.3pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,663 | $3,418-51.3% | $2,812-40.9% | $4,740-64.9% |
| Participant deferral / active EE | $5,995 | $5,238+14.5% | $4,426+35.4% | $6,400-6.3% |
| Admin fee / account holder | $1,989 | $6,944-71.4% | $5,425-63.3% | $11,426-82.6% |