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 | $29,586 | $82,664-64.2% | $125,339-76.4% | $68,494-56.8% |
| Participation rate | 65.6% | 75.0%-9.4pp | 82.4%-16.7pp | 67.9%-2.3pp |
| Annual return | -4.43% | -5.97%+1.5pp | 572.05%-576.5pp | -7.84%+3.4pp |
| Employer contribution / active EE | $2,273 | $3,381-32.8% | $4,814-52.8% | $2,596-12.4% |
| Participant deferral / active EE | $8,596 | $6,110+40.7% | $7,446+15.4% | $4,027+113.4% |
| Admin fee / account holder | $4,137 | $6,275-34.1% | $10,010-58.7% | $5,403-23.4% |