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 9-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 | $31,364 | $71,883-56.4% | $86,677-63.8% | $68,494-54.2% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.3pp | 67.9%+1.3pp |
| Annual return | -18.22% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,563 | $3,779+100.2% | $4,656+62.5% | $4,027+87.8% |
| Admin fee / account holder | $3,781 | $6,112-38.1% | $7,493-49.5% | $5,403-30.0% |