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 | $35,633 | $93,024-61.7% | $77,024-53.7% | $134,475-73.5% |
| Participation rate | 42.9% | 74.5%-31.6pp | 67.9%-25.0pp | 81.2%-38.4pp |
| Annual return | -18.59% | 62.60%-81.2pp | 42.32%-60.9pp | 417.96%-436.6pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,609 | $5,238-50.2% | $4,426-41.1% | $6,400-59.2% |
| Admin fee / account holder | $5,259 | $6,944-24.3% | $5,425-3.1% | $11,426-54.0% |