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 | $39,068 | $59,805-34.7% | $79,550-50.9% | $68,494-43.0% |
| Participation rate | 65.3% | 61.1%+4.2pp | 69.5%-4.2pp | 67.9%-2.6pp |
| Annual return | -16.84% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $996 | $1,505-33.8% | $2,413-58.7% | $2,596-61.6% |
| Participant deferral / active EE | $2,142 | $3,024-29.2% | $3,985-46.3% | $4,027-46.8% |
| Admin fee / account holder | $2,544 | $4,835-47.4% | $6,832-62.8% | $5,403-52.9% |