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 10-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 | $41,391 | $71,883-42.4% | $86,677-52.2% | $68,494-39.6% |
| Participation rate | 48.8% | 72.2%-23.5pp | 76.6%-27.8pp | 67.9%-19.1pp |
| Annual return | -18.06% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $878 | $2,173-59.6% | $2,836-69.0% | $2,596-66.2% |
| Participant deferral / active EE | $2,080 | $3,779-45.0% | $4,656-55.3% | $4,027-48.4% |
| Admin fee / account holder | $1,231 | $6,112-79.9% | $7,493-83.6% | $5,403-77.2% |