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 6-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 | $26,778 | $73,867-63.7% | $143,757-81.4% | $68,494-60.9% |
| Participation rate | 46.2% | 66.7%-20.5pp | 80.3%-34.2pp | 67.9%-21.7pp |
| Annual return | -17.18% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,169 | $3,184-63.3% | $4,951-76.4% | $2,596-55.0% |
| Participant deferral / active EE | $3,023 | $3,384-10.7% | $5,637-46.4% | $4,027-24.9% |
| Admin fee / account holder | $2,992 | $5,755-48.0% | $14,673-79.6% | $5,403-44.6% |