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 | $24,269 | $73,867-67.1% | $143,757-83.1% | $68,494-64.6% |
| Participation rate | 51.3% | 66.7%-15.4pp | 80.3%-29.0pp | 67.9%-16.6pp |
| Annual return | -19.03% | 1.01%-20.0pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,463 | $3,184-54.0% | $4,951-70.4% | $2,596-43.6% |
| Participant deferral / active EE | $2,159 | $3,384-36.2% | $5,637-61.7% | $4,027-46.4% |
| Admin fee / account holder | $875 | $5,755-84.8% | $14,673-94.0% | $5,403-83.8% |