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 9-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 | $59,477 | $59,805-0.5% | $79,550-25.2% | $68,494-13.2% |
| Participation rate | 49.5% | 61.1%-11.6pp | 69.5%-20.0pp | 67.9%-18.4pp |
| Annual return | -14.81% | -12.30%-2.5pp | 0.16%-15.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $898 | $1,505-40.3% | $2,413-62.8% | $2,596-65.4% |
| Participant deferral / active EE | $3,593 | $3,024+18.8% | $3,985-9.8% | $4,027-10.8% |
| Admin fee / account holder | $3,775 | $4,835-21.9% | $6,832-44.8% | $5,403-30.1% |