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 | $40,875 | $73,867-44.7% | $143,757-71.6% | $68,494-40.3% |
| Participation rate | 56.0% | 66.7%-10.7pp | 80.3%-24.3pp | 67.9%-11.9pp |
| Annual return | -2.86% | 1.01%-3.9pp | -0.04%-2.8pp | -7.84%+5.0pp |
| Employer contribution / active EE | $1,456 | $3,184-54.3% | $4,951-70.6% | $2,596-43.9% |
| Participant deferral / active EE | $6,204 | $3,384+83.3% | $5,637+10.1% | $4,027+54.0% |
| Admin fee / account holder | $25,684 | $5,755+346.3% | $14,673+75.0% | $5,403+375.4% |