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 | $22,139 | $82,286-73.1% | $68,791-67.8% | $134,475-83.5% |
| Participation rate | 45.0% | 75.1%-30.1pp | 69.0%-24.0pp | 81.2%-36.2pp |
| Annual return | -18.78% | -2.19%-16.6pp | -6.38%-12.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,371 | $3,301-58.4% | $2,655-48.3% | $4,740-71.1% |
| Participant deferral / active EE | $1,932 | $4,739-59.2% | $3,941-51.0% | $6,400-69.8% |
| Admin fee / account holder | $1,843 | $6,481-71.6% | $4,932-62.6% | $11,426-83.9% |