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 | $118,174 | $167,307-29.4% | $143,757-17.8% | $134,475-12.1% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -14.81% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,074 | $5,619-45.3% | $4,951-37.9% | $4,740-35.1% |
| Participant deferral / active EE | $5,162 | $6,446-19.9% | $5,637-8.4% | $6,400-19.3% |
| Admin fee / account holder | $17,520 | $18,088-3.1% | $14,673+19.4% | $11,426+53.3% |