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 7-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 | $24,668 | $82,664-70.2% | $125,339-80.3% | $68,494-64.0% |
| Participation rate | 69.2% | 75.0%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -0.74% | -5.97%+5.2pp | 572.05%-572.8pp | -7.84%+7.1pp |
| Employer contribution / active EE | $3,184 | $3,381-5.8% | $4,814-33.9% | $2,596+22.6% |
| Participant deferral / active EE | $6,603 | $6,110+8.1% | $7,446-11.3% | $4,027+64.0% |
| Admin fee / account holder | $6,834 | $6,275+8.9% | $10,010-31.7% | $5,403+26.5% |