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 9-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 | $59,343 | $81,900-27.5% | $119,609-50.4% | $68,494-13.4% |
| Participation rate | 45.2% | 71.9%-26.7pp | 79.3%-34.1pp | 67.9%-22.7pp |
| Annual return | -11.96% | -23.82%+11.9pp | -14.97%+3.0pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,536 | $2,693-43.0% | $4,232-63.7% | $2,596-40.8% |
| Participant deferral / active EE | $3,852 | $4,148-7.1% | $5,602-31.2% | $4,027-4.3% |
| Admin fee / account holder | $50,860 | $6,582+672.7% | $10,323+392.7% | $5,403+841.4% |