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 | $33,352 | $59,805-44.2% | $79,550-58.1% | $68,494-51.3% |
| Participation rate | 34.3% | 61.1%-26.8pp | 69.5%-35.2pp | 67.9%-33.6pp |
| Annual return | -15.03% | -12.30%-2.7pp | 0.16%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $902 | $1,505-40.1% | $2,413-62.6% | $2,596-65.3% |
| Participant deferral / active EE | $2,136 | $3,024-29.4% | $3,985-46.4% | $4,027-47.0% |
| Admin fee / account holder | $659 | $4,835-86.4% | $6,832-90.4% | $5,403-87.8% |