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 | $13,312 | $45,863-71.0% | $77,024-82.7% | $68,494-80.6% |
| Participation rate | 41.9% | 55.9%-14.0pp | 67.9%-26.0pp | 67.9%-26.0pp |
| Annual return | -5.77% | 1.72%-7.5pp | 42.32%-48.1pp | -7.84%+2.1pp |
| Employer contribution / active EE | $285 | $1,650-82.7% | $2,812-89.8% | $2,596-89.0% |
| Participant deferral / active EE | $1,240 | $2,962-58.1% | $4,426-72.0% | $4,027-69.2% |
| Admin fee / account holder | $2,279 | $3,041-25.1% | $5,425-58.0% | $5,403-57.8% |