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 | $51,092 | $71,883-28.9% | $86,677-41.1% | $68,494-25.4% |
| Participation rate | 37.0% | 72.2%-35.3pp | 76.6%-39.6pp | 67.9%-30.9pp |
| Annual return | -14.63% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $743 | $2,173-65.8% | $2,836-73.8% | $2,596-71.4% |
| Participant deferral / active EE | $2,304 | $3,779-39.0% | $4,656-50.5% | $4,027-42.8% |
| Admin fee / account holder | $658 | $6,112-89.2% | $7,493-91.2% | $5,403-87.8% |