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 | $26,394 | $59,805-55.9% | $79,550-66.8% | $68,494-61.5% |
| Participation rate | 43.5% | 61.1%-17.6pp | 69.5%-26.0pp | 67.9%-24.4pp |
| Annual return | 22.68% | -12.30%+35.0pp | 0.16%+22.5pp | -7.84%+30.5pp |
| Employer contribution / active EE | $1,229 | $1,505-18.3% | $2,413-49.1% | $2,596-52.7% |
| Participant deferral / active EE | $2,736 | $3,024-9.5% | $3,985-31.4% | $4,027-32.1% |
| Admin fee / account holder | $1,906 | $4,835-60.6% | $6,832-72.1% | $5,403-64.7% |