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 | $36,525 | $61,774-40.9% | $97,226-62.4% | $80,856-54.8% |
| Participation rate | 35.7% | 63.5%-27.8pp | 72.7%-37.0pp | 67.6%-31.9pp |
| Annual return | 10.74% | -557.90%+568.6pp | 75.13%-64.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,439 | $3,029-52.5% | $4,264-66.2% | $4,296-66.5% |
| Admin fee / account holder | $9,918 | $5,166+92.0% | $5,654+75.4% | $6,918+43.4% |