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 5-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 | $30,334 | $81,900-63.0% | $119,609-74.6% | $68,494-55.7% |
| Participation rate | 36.7% | 71.9%-35.2pp | 79.3%-42.6pp | 67.9%-31.2pp |
| Annual return | -16.96% | -23.82%+6.9pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,721 | $2,693-36.1% | $4,232-59.3% | $2,596-33.7% |
| Participant deferral / active EE | $2,240 | $4,148-46.0% | $5,602-60.0% | $4,027-44.4% |
| Admin fee / account holder | $6,551 | $6,582-0.5% | $10,323-36.5% | $5,403+21.2% |