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 | $59,726 | $73,867-19.1% | $143,757-58.5% | $68,494-12.8% |
| Participation rate | 13.0% | 66.7%-53.6pp | 80.3%-67.3pp | 67.9%-54.8pp |
| Annual return | -17.68% | 1.01%-18.7pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $473 | $3,184-85.2% | $4,951-90.5% | $2,596-81.8% |
| Participant deferral / active EE | $1,390 | $3,384-58.9% | $5,637-75.3% | $4,027-65.5% |
| Admin fee / account holder | $669 | $5,755-88.4% | $14,673-95.4% | $5,403-87.6% |