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 8-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 | $28,542 | $82,664-65.5% | $125,339-77.2% | $68,494-58.3% |
| Participation rate | 65.6% | 75.0%-9.4pp | 82.4%-16.7pp | 67.9%-2.3pp |
| Annual return | -17.37% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,564 | $3,381-24.2% | $4,814-46.7% | $2,596-1.3% |
| Participant deferral / active EE | $5,219 | $6,110-14.6% | $7,446-29.9% | $4,027+29.6% |
| Admin fee / account holder | $1,782 | $6,275-71.6% | $10,010-82.2% | $5,403-67.0% |