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 4-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 | $132,093 | $90,519+45.9% | $93,789+40.8% | $134,475-1.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 81.0%-31.0pp | 81.2%-31.2pp |
| Annual return | -16.56% | -15.72%-0.8pp | -11.33%-5.2pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,460 | $4,343-43.4% | $4,323-43.1% | $4,740-48.1% |
| Participant deferral / active EE | $13,500 | $5,978+125.8% | $6,094+121.5% | $6,400+110.9% |
| Admin fee / account holder | $1,187 | $9,252-87.2% | $7,195-83.5% | $11,426-89.6% |