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 | $41,540 | $53,162-21.9% | $91,220-54.5% | $68,494-39.4% |
| Participation rate | 39.3% | 63.2%-23.9pp | 73.2%-33.9pp | 67.9%-28.6pp |
| Annual return | -18.28% | -3.14%-15.1pp | 114.01%-132.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $625 | $1,709-63.5% | $2,850-78.1% | $2,596-75.9% |
| Participant deferral / active EE | $2,531 | $2,974-14.9% | $4,234-40.2% | $4,027-37.2% |
| Admin fee / account holder | $3,989 | $4,493-11.2% | $5,420-26.4% | $5,403-26.2% |