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 | $41,374 | $64,707-36.1% | $112,228-63.1% | $68,494-39.6% |
| Participation rate | 60.4% | 67.2%-6.7pp | 75.1%-14.6pp | 67.9%-7.5pp |
| Annual return | -13.02% | -11.40%-1.6pp | 27.45%-40.5pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,787 | $2,746-34.9% | $3,635-50.8% | $2,596-31.2% |
| Participant deferral / active EE | $4,620 | $3,565+29.6% | $4,728-2.3% | $4,027+14.7% |
| Admin fee / account holder | $17,226 | $5,232+229.2% | $6,410+168.7% | $5,403+218.8% |