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 | $62,206 | $95,862-35.1% | $79,550-21.8% | $134,475-53.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -19.21% | -2.69%-16.5pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,292 | $3,128-58.7% | $2,413-46.5% | $4,740-72.7% |
| Participant deferral / active EE | $2,563 | $4,693-45.4% | $3,985-35.7% | $6,400-59.9% |
| Admin fee / account holder | $339 | $9,126-96.3% | $6,832-95.0% | $11,426-97.0% |