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 7-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 | $21,914 | $59,805-63.4% | $79,550-72.5% | $68,494-68.0% |
| Participation rate | 46.4% | 61.1%-14.6pp | 69.5%-23.1pp | 67.9%-21.5pp |
| Annual return | -16.98% | -12.30%-4.7pp | 0.16%-17.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,369 | $1,505-9.1% | $2,413-43.3% | $2,596-47.3% |
| Participant deferral / active EE | $2,844 | $3,024-6.0% | $3,985-28.6% | $4,027-29.4% |
| Admin fee / account holder | $442 | $4,835-90.9% | $6,832-93.5% | $5,403-91.8% |