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 | $54,274 | $61,660-12.0% | $80,019-32.2% | $64,186-15.4% |
| Participation rate | 43.8% | 71.7%-27.9pp | 75.8%-32.1pp | 69.6%-25.8pp |
| Annual return | -5.59% | -0.33%-5.3pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,097 | $1,810-39.4% | $2,468-55.5% | $2,381-53.9% |
| Participant deferral / active EE | $1,649 | $2,968-44.4% | $3,686-55.3% | $3,470-52.5% |
| Admin fee / account holder | $308 | $5,417-94.3% | $6,521-95.3% | $4,888-93.7% |