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 | $24,827 | $45,863-45.9% | $77,024-67.8% | $68,494-63.8% |
| Participation rate | 56.0% | 55.9%+0.1pp | 67.9%-11.9pp | 67.9%-11.9pp |
| Annual return | -9.43% | 1.72%-11.1pp | 42.32%-51.7pp | -7.84%-1.6pp |
| Employer contribution / active EE | $2,021 | $1,650+22.5% | $2,812-28.1% | $2,596-22.2% |
| Participant deferral / active EE | $4,358 | $2,962+47.1% | $4,426-1.5% | $4,027+8.2% |
| Admin fee / account holder | $8,738 | $3,041+187.4% | $5,425+61.1% | $5,403+61.7% |