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 6-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 | $29,635 | $45,863-35.4% | $77,024-61.5% | $68,494-56.7% |
| Participation rate | 26.9% | 55.9%-29.0pp | 67.9%-41.0pp | 67.9%-41.0pp |
| Annual return | -18.32% | 1.72%-20.0pp | 42.32%-60.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $4,617 | $1,650+179.9% | $2,812+64.2% | $2,596+77.8% |
| Participant deferral / active EE | $1,366 | $2,962-53.9% | $4,426-69.1% | $4,027-66.1% |
| Admin fee / account holder | $2,736 | $3,041-10.0% | $5,425-49.6% | $5,403-49.4% |