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 | $48,218 | $95,862-49.7% | $79,550-39.4% | $134,475-64.1% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -16.14% | -2.69%-13.5pp | 0.16%-16.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,562 | $3,128-50.1% | $2,413-35.3% | $4,740-67.0% |
| Participant deferral / active EE | $7,243 | $4,693+54.3% | $3,985+81.8% | $6,400+13.2% |
| Admin fee / account holder | $2,361 | $9,126-74.1% | $6,832-65.4% | $11,426-79.3% |