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 8-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 | $39,472 | $64,707-39.0% | $112,228-64.8% | $68,494-42.4% |
| Participation rate | 31.0% | 67.2%-36.1pp | 75.1%-44.0pp | 67.9%-36.9pp |
| Annual return | -15.89% | -11.40%-4.5pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,817 | $2,746-33.8% | $3,635-50.0% | $2,596-30.0% |
| Participant deferral / active EE | $3,436 | $3,565-3.6% | $4,728-27.3% | $4,027-14.7% |
| Admin fee / account holder | $4,559 | $5,232-12.9% | $6,410-28.9% | $5,403-15.6% |