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 | $47,812 | $73,867-35.3% | $143,757-66.7% | $68,494-30.2% |
| Participation rate | 35.8% | 66.7%-30.8pp | 80.3%-44.5pp | 67.9%-32.0pp |
| Annual return | -16.39% | 1.01%-17.4pp | -0.04%-16.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $981 | $3,184-69.2% | $4,951-80.2% | $2,596-62.2% |
| Participant deferral / active EE | $2,575 | $3,384-23.9% | $5,637-54.3% | $4,027-36.1% |
| Admin fee / account holder | $994 | $5,755-82.7% | $14,673-93.2% | $5,403-81.6% |