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 | $48,504 | $64,707-25.0% | $112,228-56.8% | $68,494-29.2% |
| Participation rate | 63.0% | 67.2%-4.2pp | 75.1%-12.1pp | 67.9%-4.9pp |
| Annual return | -17.24% | -11.40%-5.8pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,322 | $2,746-51.9% | $3,635-63.6% | $2,596-49.1% |
| Participant deferral / active EE | $4,169 | $3,565+17.0% | $4,728-11.8% | $4,027+3.5% |
| Admin fee / account holder | $6,830 | $5,232+30.5% | $6,410+6.5% | $5,403+26.4% |