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 | $35,679 | $83,908-57.5% | $68,509-47.9% | $125,391-71.5% |
| Participation rate | 69.2% | 78.2%-8.9pp | 74.7%-5.5pp | 83.2%-14.0pp |
| Annual return | -1.99% | 14.48%-16.5pp | 8.27%-10.3pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,427 | $3,031-52.9% | $2,278-37.3% | $4,866-70.7% |
| Participant deferral / active EE | $3,111 | $4,125-24.6% | $3,382-8.0% | $5,352-41.9% |
| Admin fee / account holder | $3,593 | $8,982-60.0% | $5,275-31.9% | $9,540-62.3% |