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 | $52,774 | $158,817-66.8% | $121,196-56.5% | $135,375-61.0% |
| Participation rate | 54.5% | 79.3%-24.8pp | 71.7%-17.2pp | 82.6%-28.1pp |
| Annual return | -8.39% | -0.64%-7.8pp | 16.93%-25.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,304 | $5,665-77.0% | $4,022-67.6% | $4,779-72.7% |
| Participant deferral / active EE | $2,628 | $4,005-34.4% | $3,344-21.4% | $5,609-53.2% |
| Admin fee / account holder | $445 | $6,512-93.2% | $5,019-91.1% | $10,827-95.9% |