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 | $39,373 | $110,094-64.2% | $151,611-74.0% | $68,494-42.5% |
| Participation rate | 48.4% | 84.0%-35.6pp | 87.5%-39.1pp | 67.9%-19.5pp |
| Annual return | -17.65% | -10.12%-7.5pp | 3.33%-21.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,742 | $4,471-38.7% | $6,166-55.5% | $2,596+5.6% |
| Participant deferral / active EE | $7,753 | $6,527+18.8% | $8,363-7.3% | $4,027+92.5% |
| Admin fee / account holder | $4,652 | $7,719-39.7% | $11,616-60.0% | $5,403-13.9% |