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 6-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 | $42,523 | $45,863-7.3% | $77,024-44.8% | $68,494-37.9% |
| Participation rate | 53.6% | 55.9%-2.3pp | 67.9%-14.3pp | 67.9%-14.3pp |
| Annual return | -16.35% | 1.72%-18.1pp | 42.32%-58.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,470 | $1,650+110.4% | $2,812+23.4% | $2,596+33.7% |
| Participant deferral / active EE | $7,187 | $2,962+142.6% | $4,426+62.4% | $4,027+78.5% |
| Admin fee / account holder | $379 | $3,041-87.5% | $5,425-93.0% | $5,403-93.0% |