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 | $24,852 | $54,350-54.3% | $82,719-70.0% | $68,494-63.7% |
| Participation rate | 26.5% | 63.9%-37.4pp | 72.6%-46.1pp | 67.9%-41.4pp |
| Annual return | -16.54% | -13.67%-2.9pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,114 | $2,218-49.8% | $3,009-63.0% | $2,596-57.1% |
| Participant deferral / active EE | $1,654 | $3,246-49.0% | $4,395-62.4% | $4,027-58.9% |
| Admin fee / account holder | $7,519 | $4,395+71.1% | $5,329+41.1% | $5,403+39.2% |