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 8-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 | $43,128 | $59,805-27.9% | $79,550-45.8% | $68,494-37.0% |
| Participation rate | 62.7% | 61.1%+1.7pp | 69.5%-6.7pp | 67.9%-5.1pp |
| Annual return | -14.03% | -12.30%-1.7pp | 0.16%-14.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,479 | $1,505-1.7% | $2,413-38.7% | $2,596-43.0% |
| Participant deferral / active EE | $2,835 | $3,024-6.2% | $3,985-28.8% | $4,027-29.6% |
| Admin fee / account holder | $4,328 | $4,835-10.5% | $6,832-36.7% | $5,403-19.9% |