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 | $36,674 | $81,900-55.2% | $119,609-69.3% | $68,494-46.5% |
| Participation rate | 21.1% | 71.9%-50.8pp | 79.3%-58.2pp | 67.9%-46.8pp |
| Annual return | -17.02% | -23.82%+6.8pp | -14.97%-2.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $902 | $2,693-66.5% | $4,232-78.7% | $2,596-65.2% |
| Participant deferral / active EE | $1,854 | $4,148-55.3% | $5,602-66.9% | $4,027-54.0% |
| Admin fee / account holder | $853 | $6,582-87.0% | $10,323-91.7% | $5,403-84.2% |