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 | $30,691 | $64,707-52.6% | $112,228-72.7% | $68,494-55.2% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -18.09% | -11.40%-6.7pp | 27.45%-45.5pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,551 | $2,746-43.5% | $3,635-57.3% | $2,596-40.2% |
| Participant deferral / active EE | $2,574 | $3,565-27.8% | $4,728-45.6% | $4,027-36.1% |
| Admin fee / account holder | $1,699 | $5,232-67.5% | $6,410-73.5% | $5,403-68.5% |