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 3-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 | $22,562 | $64,119-64.8% | $112,228-79.9% | $66,914-66.3% |
| Participation rate | 47.7% | 68.5%-20.8pp | 75.1%-27.4pp | 69.8%-22.1pp |
| Annual return | -17.95% | -13.81%-4.1pp | 27.45%-45.4pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,164 | $3,005-61.3% | $3,635-68.0% | $2,544-54.3% |
| Participant deferral / active EE | $1,853 | $3,693-49.8% | $4,728-60.8% | $4,237-56.3% |
| Admin fee / account holder | $587 | $625-6.1% | $6,410-90.8% | $593-1.1% |