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 4-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 | $29,540 | $81,900-63.9% | $119,609-75.3% | $68,494-56.9% |
| Participation rate | 34.6% | 71.9%-37.3pp | 79.3%-44.6pp | 67.9%-33.3pp |
| Annual return | -18.70% | -23.82%+5.1pp | -14.97%-3.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,406 | $2,693-47.8% | $4,232-66.8% | $2,596-45.9% |
| Participant deferral / active EE | $2,951 | $4,148-28.8% | $5,602-47.3% | $4,027-26.7% |
| Admin fee / account holder | $551 | $6,582-91.6% | $10,323-94.7% | $5,403-89.8% |