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 | $51,671 | $82,664-37.5% | $125,339-58.8% | $68,494-24.6% |
| Participation rate | 63.9% | 75.0%-11.2pp | 82.4%-18.5pp | 67.9%-4.0pp |
| Annual return | -8.64% | -5.97%-2.7pp | 572.05%-580.7pp | -7.84%-0.8pp |
| Employer contribution / active EE | $2,034 | $3,381-39.9% | $4,814-57.8% | $2,596-21.7% |
| Participant deferral / active EE | $6,687 | $6,110+9.4% | $7,446-10.2% | $4,027+66.0% |
| Admin fee / account holder | $1,616 | $6,275-74.3% | $10,010-83.9% | $5,403-70.1% |