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 | $37,657 | $48,265-22.0% | $68,791-45.3% | $68,494-45.0% |
| Participation rate | 37.3% | 60.7%-23.3pp | 69.0%-31.7pp | 67.9%-30.5pp |
| Annual return | 21.16% | -12.71%+33.9pp | -6.38%+27.5pp | -7.84%+29.0pp |
| Employer contribution / active EE | $1,208 | $1,829-33.9% | $2,655-54.5% | $2,596-53.5% |
| Participant deferral / active EE | $1,892 | $2,867-34.0% | $3,941-52.0% | $4,027-53.0% |
| Admin fee / account holder | $409 | $4,355-90.6% | $4,932-91.7% | $5,403-92.4% |