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 9-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 | $38,160 | $64,707-41.0% | $112,228-66.0% | $68,494-44.3% |
| Participation rate | 35.7% | 67.2%-31.4pp | 75.1%-39.3pp | 67.9%-32.2pp |
| Annual return | -10.98% | -11.40%+0.4pp | 27.45%-38.4pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,112 | $2,746-59.5% | $3,635-69.4% | $2,596-57.2% |
| Participant deferral / active EE | $3,395 | $3,565-4.8% | $4,728-28.2% | $4,027-15.7% |
| Admin fee / account holder | $37,518 | $5,232+617.1% | $6,410+485.3% | $5,403+594.4% |