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 4-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 | $100,286 | $48,265+107.8% | $68,791+45.8% | $68,494+46.4% |
| Participation rate | 40.7% | 60.7%-20.0pp | 69.0%-28.4pp | 67.9%-27.2pp |
| Annual return | -15.07% | -12.71%-2.4pp | -6.38%-8.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $638 | $1,829-65.1% | $2,655-76.0% | $2,596-75.4% |
| Participant deferral / active EE | $3,401 | $2,867+18.6% | $3,941-13.7% | $4,027-15.6% |
| Admin fee / account holder | $15,256 | $4,355+250.3% | $4,932+209.3% | $5,403+182.4% |