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 | $89,012 | $73,004+21.9% | $90,749-1.9% | $68,494+30.0% |
| Participation rate | 37.5% | 70.8%-33.3pp | 75.7%-38.2pp | 67.9%-30.4pp |
| Annual return | -17.25% | -13.81%-3.4pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,366 | $2,193-37.7% | $2,921-53.2% | $2,596-47.4% |
| Participant deferral / active EE | $2,841 | $3,627-21.7% | $4,564-37.8% | $4,027-29.5% |
| Admin fee / account holder | $3,058 | $5,896-48.1% | $8,445-63.8% | $5,403-43.4% |