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 | $27,946 | $45,863-39.1% | $77,024-63.7% | $68,494-59.2% |
| Participation rate | 38.4% | 55.9%-17.6pp | 67.9%-29.5pp | 67.9%-29.5pp |
| Annual return | -19.61% | 1.72%-21.3pp | 42.32%-61.9pp | -7.84%-11.8pp |
| Employer contribution / active EE | $940 | $1,650-43.0% | $2,812-66.6% | $2,596-63.8% |
| Participant deferral / active EE | $2,123 | $2,962-28.3% | $4,426-52.0% | $4,027-47.3% |
| Admin fee / account holder | $5,872 | $3,041+93.1% | $5,425+8.2% | $5,403+8.7% |