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 9-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 | $27,378 | $73,004-62.5% | $90,749-69.8% | $68,494-60.0% |
| Participation rate | 46.3% | 70.8%-24.5pp | 75.7%-29.3pp | 67.9%-21.5pp |
| Annual return | -17.52% | -13.81%-3.7pp | -12.16%-5.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $715 | $2,193-67.4% | $2,921-75.5% | $2,596-72.5% |
| Participant deferral / active EE | $3,291 | $3,627-9.3% | $4,564-27.9% | $4,027-18.3% |
| Admin fee / account holder | $2,369 | $5,896-59.8% | $8,445-71.9% | $5,403-56.1% |