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 8-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 | $37,807 | $73,867-48.8% | $143,757-73.7% | $68,494-44.8% |
| Participation rate | 29.4% | 66.7%-37.2pp | 80.3%-50.9pp | 67.9%-38.5pp |
| Annual return | -18.67% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,257 | $3,184-60.5% | $4,951-74.6% | $2,596-51.6% |
| Participant deferral / active EE | $2,231 | $3,384-34.1% | $5,637-60.4% | $4,027-44.6% |
| Admin fee / account holder | $3,575 | $5,755-37.9% | $14,673-75.6% | $5,403-33.8% |