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 | $49,634 | $71,883-31.0% | $86,677-42.7% | $68,494-27.5% |
| Participation rate | 38.6% | 72.2%-33.7pp | 76.6%-38.0pp | 67.9%-29.3pp |
| Annual return | -4.44% | 3.52%-8.0pp | 35.91%-40.4pp | -7.84%+3.4pp |
| Employer contribution / active EE | $981 | $2,173-54.9% | $2,836-65.4% | $2,596-62.2% |
| Participant deferral / active EE | $2,164 | $3,779-42.7% | $4,656-53.5% | $4,027-46.3% |
| Admin fee / account holder | $6,087 | $6,112-0.4% | $7,493-18.8% | $5,403+12.7% |