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 | $29,519 | $59,805-50.6% | $79,550-62.9% | $68,494-56.9% |
| Participation rate | 59.0% | 61.1%-2.0pp | 69.5%-10.5pp | 67.9%-8.9pp |
| Annual return | -17.07% | -12.30%-4.8pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,563 | $1,505+3.9% | $2,413-35.2% | $2,596-39.8% |
| Participant deferral / active EE | $1,970 | $3,024-34.9% | $3,985-50.6% | $4,027-51.1% |
| Admin fee / account holder | $4,257 | $4,835-12.0% | $6,832-37.7% | $5,403-21.2% |