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 | $27,404 | $71,883-61.9% | $86,677-68.4% | $68,494-60.0% |
| Participation rate | 1.8% | 72.2%-70.5pp | 76.6%-74.8pp | 67.9%-66.1pp |
| Annual return | -3.53% | 3.52%-7.1pp | 35.91%-39.4pp | -7.84%+4.3pp |
| Employer contribution / active EE | $2,269 | $2,173+4.4% | $2,836-20.0% | $2,596-12.6% |
| Participant deferral / active EE | $5,533 | $3,779+46.4% | $4,656+18.9% | $4,027+37.4% |
| Admin fee / account holder | $3,101 | $6,112-49.3% | $7,493-58.6% | $5,403-42.6% |