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 7-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 | $24,459 | $64,707-62.2% | $112,228-78.2% | $68,494-64.3% |
| Participation rate | 52.2% | 67.2%-14.9pp | 75.1%-22.8pp | 67.9%-15.6pp |
| Annual return | -13.91% | -11.40%-2.5pp | 27.45%-41.4pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,829 | $2,746-33.4% | $3,635-49.7% | $2,596-29.6% |
| Participant deferral / active EE | $3,377 | $3,565-5.3% | $4,728-28.6% | $4,027-16.2% |
| Admin fee / account holder | $1,905 | $5,232-63.6% | $6,410-70.3% | $5,403-64.7% |