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 | $42,260 | $82,664-48.9% | $125,339-66.3% | $68,494-38.3% |
| Participation rate | 65.6% | 75.0%-9.4pp | 82.4%-16.7pp | 67.9%-2.3pp |
| Annual return | -14.10% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,989 | $3,381-41.2% | $4,814-58.7% | $2,596-23.4% |
| Participant deferral / active EE | $5,086 | $6,110-16.8% | $7,446-31.7% | $4,027+26.3% |
| Admin fee / account holder | $13,596 | $6,275+116.7% | $10,010+35.8% | $5,403+151.7% |