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 9-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 | $31,556 | $93,024-66.1% | $77,024-59.0% | $134,475-76.5% |
| Participation rate | 52.2% | 74.5%-22.3pp | 67.9%-15.7pp | 81.2%-29.0pp |
| Annual return | -16.08% | 62.60%-78.7pp | 42.32%-58.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $929 | $3,418-72.8% | $2,812-67.0% | $4,740-80.4% |
| Participant deferral / active EE | $2,862 | $5,238-45.4% | $4,426-35.4% | $6,400-55.3% |
| Admin fee / account holder | $2,379 | $6,944-65.7% | $5,425-56.2% | $11,426-79.2% |