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 | $30,205 | $73,004-58.6% | $90,749-66.7% | $68,494-55.9% |
| Participation rate | 54.2% | 70.8%-16.7pp | 75.7%-21.5pp | 67.9%-13.7pp |
| Annual return | -17.83% | -13.81%-4.0pp | -12.16%-5.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,573 | $2,193-28.3% | $2,921-46.1% | $2,596-39.4% |
| Participant deferral / active EE | $2,888 | $3,627-20.4% | $4,564-36.7% | $4,027-28.3% |
| Admin fee / account holder | $1,452 | $5,896-75.4% | $8,445-82.8% | $5,403-73.1% |