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 | $40,886 | $167,307-75.6% | $143,757-71.6% | $134,475-69.6% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -18.43% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,605 | $5,619-53.6% | $4,951-47.4% | $4,740-45.0% |
| Participant deferral / active EE | $3,669 | $6,446-43.1% | $5,637-34.9% | $6,400-42.7% |
| Admin fee / account holder | $383 | $18,088-97.9% | $14,673-97.4% | $11,426-96.6% |