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 | $65,777 | $48,265+36.3% | $68,791-4.4% | $68,494-4.0% |
| Participation rate | 57.1% | 60.7%-3.5pp | 69.0%-11.9pp | 67.9%-10.7pp |
| Annual return | -15.61% | -12.71%-2.9pp | -6.38%-9.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $919 | $1,829-49.8% | $2,655-65.4% | $2,596-64.6% |
| Participant deferral / active EE | $2,943 | $2,867+2.7% | $3,941-25.3% | $4,027-26.9% |
| Admin fee / account holder | $16,909 | $4,355+288.2% | $4,932+242.9% | $5,403+213.0% |