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 | $41,785 | $69,010-39.5% | $159,960-73.9% | $68,494-39.0% |
| Participation rate | 35.7% | 65.4%-29.7pp | 78.0%-42.2pp | 67.9%-32.2pp |
| Annual return | -18.82% | -9.65%-9.2pp | 408.60%-427.4pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,044 | $2,213-52.9% | $4,226-75.3% | $2,596-59.8% |
| Participant deferral / active EE | $4,394 | $4,212+4.3% | $6,182-28.9% | $4,027+9.1% |
| Admin fee / account holder | $3,972 | $4,798-17.2% | $8,698-54.3% | $5,403-26.5% |