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 | $57,242 | $142,344-59.8% | $119,609-52.1% | $134,475-57.4% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.3%-24.7pp | 81.2%-26.7pp |
| Annual return | -11.97% | -12.44%+0.5pp | -14.97%+3.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,336 | $5,222-74.4% | $4,232-68.4% | $4,740-71.8% |
| Participant deferral / active EE | $2,400 | $6,469-62.9% | $5,602-57.2% | $6,400-62.5% |
| Admin fee / account holder | $5,019 | $13,584-63.1% | $10,323-51.4% | $11,426-56.1% |