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 6-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 | $39,687 | $167,307-76.3% | $143,757-72.4% | $134,475-70.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -2.23% | 0.46%-2.7pp | -0.04%-2.2pp | 417.96%-420.2pp |
| Employer contribution / active EE | $1,335 | $5,619-76.2% | $4,951-73.0% | $4,740-71.8% |
| Participant deferral / active EE | $4,876 | $6,446-24.4% | $5,637-13.5% | $6,400-23.8% |
| Admin fee / account holder | $8,456 | $18,088-53.2% | $14,673-42.4% | $11,426-26.0% |