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 9-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 | $36,708 | $59,805-38.6% | $79,550-53.9% | $68,494-46.4% |
| Participation rate | 67.4% | 61.1%+6.4pp | 69.5%-2.0pp | 67.9%-0.4pp |
| Annual return | -8.87% | -12.30%+3.4pp | 0.16%-9.0pp | -7.84%-1.0pp |
| Employer contribution / active EE | $499 | $1,505-66.8% | $2,413-79.3% | $2,596-80.8% |
| Participant deferral / active EE | $5,290 | $3,024+74.9% | $3,985+32.7% | $4,027+31.4% |
| Admin fee / account holder | $5,767 | $4,835+19.3% | $6,832-15.6% | $5,403+6.7% |