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 7-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 | $34,596 | $64,119-46.0% | $112,228-69.2% | $66,914-48.3% |
| Participation rate | 30.0% | 68.5%-38.5pp | 75.1%-45.1pp | 69.8%-39.8pp |
| Annual return | -17.18% | -13.81%-3.4pp | 27.45%-44.6pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,158 | $3,005-61.5% | $3,635-68.1% | $2,544-54.5% |
| Participant deferral / active EE | $1,839 | $3,693-50.2% | $4,728-61.1% | $4,237-56.6% |
| Admin fee / account holder | $2,318 | $625+270.8% | $6,410-63.8% | $593+290.8% |