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 | $31,168 | $59,805-47.9% | $79,550-60.8% | $68,494-54.5% |
| Participation rate | 63.2% | 61.1%+2.1pp | 69.5%-6.3pp | 67.9%-4.7pp |
| Annual return | -19.01% | -12.30%-6.7pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,170 | $1,505+44.2% | $2,413-10.1% | $2,596-16.4% |
| Participant deferral / active EE | $8,457 | $3,024+179.6% | $3,985+112.2% | $4,027+110.0% |
| Admin fee / account holder | $1,287 | $4,835-73.4% | $6,832-81.2% | $5,403-76.2% |