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 | $31,526 | $81,900-61.5% | $119,609-73.6% | $68,494-54.0% |
| Participation rate | 65.5% | 71.9%-6.4pp | 79.3%-13.7pp | 67.9%-2.4pp |
| Annual return | -16.52% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,308 | $2,693-14.3% | $4,232-45.5% | $2,596-11.1% |
| Participant deferral / active EE | $5,409 | $4,148+30.4% | $5,602-3.4% | $4,027+34.3% |
| Admin fee / account holder | $4,551 | $6,582-30.9% | $10,323-55.9% | $5,403-15.8% |