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 6-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 | $46,175 | $59,805-22.8% | $79,550-42.0% | $68,494-32.6% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.5%-1.6pp | 67.9%0pp |
| Annual return | -13.39% | -12.30%-1.1pp | 0.16%-13.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,735 | $1,505+15.3% | $2,413-28.1% | $2,596-33.2% |
| Participant deferral / active EE | $3,869 | $3,024+27.9% | $3,985-2.9% | $4,027-3.9% |
| Admin fee / account holder | $1,924 | $4,835-60.2% | $6,832-71.8% | $5,403-64.4% |