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 7-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 | $60,939 | $72,404-15.8% | $110,238-44.7% | $64,186-5.1% |
| Participation rate | 28.9% | 73.3%-44.4pp | 79.8%-50.9pp | 69.6%-40.7pp |
| Annual return | -4.49% | -6.29%+1.8pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $715 | $2,282-68.7% | $3,826-81.3% | $2,381-70.0% |
| Participant deferral / active EE | $1,593 | $3,469-54.1% | $4,672-65.9% | $3,470-54.1% |
| Admin fee / account holder | $2,121 | $5,664-62.5% | $8,547-75.2% | $4,888-56.6% |