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 | $54,774 | $81,900-33.1% | $119,609-54.2% | $68,494-20.0% |
| Participation rate | 63.2% | 71.9%-8.7pp | 79.3%-16.1pp | 67.9%-4.7pp |
| Annual return | -10.94% | -23.82%+12.9pp | -14.97%+4.0pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,921 | $2,693-28.7% | $4,232-54.6% | $2,596-26.0% |
| Participant deferral / active EE | $3,518 | $4,148-15.2% | $5,602-37.2% | $4,027-12.6% |
| Admin fee / account holder | $2,073 | $6,582-68.5% | $10,323-79.9% | $5,403-61.6% |