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 | $28,015 | $64,707-56.7% | $112,228-75.0% | $68,494-59.1% |
| Participation rate | 35.9% | 67.2%-31.2pp | 75.1%-39.1pp | 67.9%-32.0pp |
| Annual return | -2.00% | -11.40%+9.4pp | 27.45%-29.4pp | -7.84%+5.8pp |
| Employer contribution / active EE | $1,091 | $2,746-60.3% | $3,635-70.0% | $2,596-58.0% |
| Participant deferral / active EE | $2,588 | $3,565-27.4% | $4,728-45.3% | $4,027-35.7% |
| Admin fee / account holder | $2,784 | $5,232-46.8% | $6,410-56.6% | $5,403-48.5% |