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 | $27,399 | $54,350-49.6% | $82,719-66.9% | $68,494-60.0% |
| Participation rate | 51.4% | 63.9%-12.5pp | 72.6%-21.1pp | 67.9%-16.5pp |
| Annual return | -14.90% | -13.67%-1.2pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,548 | $2,218-30.2% | $3,009-48.6% | $2,596-40.4% |
| Participant deferral / active EE | $3,461 | $3,246+6.6% | $4,395-21.3% | $4,027-14.1% |
| Admin fee / account holder | $1,880 | $4,395-57.2% | $5,329-64.7% | $5,403-65.2% |