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 3-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 | $32,387 | $64,707-49.9% | $112,228-71.1% | $68,494-52.7% |
| Participation rate | 69.2% | 67.2%+2.1pp | 75.1%-5.8pp | 67.9%+1.3pp |
| Annual return | -18.77% | -11.40%-7.4pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,828 | $2,746-33.4% | $3,635-49.7% | $2,596-29.6% |
| Participant deferral / active EE | $4,508 | $3,565+26.4% | $4,728-4.7% | $4,027+11.9% |
| Admin fee / account holder | $497 | $5,232-90.5% | $6,410-92.2% | $5,403-90.8% |