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 | $60,880 | $71,883-15.3% | $86,677-29.8% | $68,494-11.1% |
| Participation rate | 32.7% | 72.2%-39.5pp | 76.6%-43.8pp | 67.9%-35.2pp |
| Annual return | -18.81% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,549 | $2,173-28.7% | $2,836-45.4% | $2,596-40.4% |
| Participant deferral / active EE | $2,808 | $3,779-25.7% | $4,656-39.7% | $4,027-30.3% |
| Admin fee / account holder | $793 | $6,112-87.0% | $7,493-89.4% | $5,403-85.3% |