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 | $21,437 | $69,010-68.9% | $159,960-86.6% | $68,494-68.7% |
| Participation rate | 55.7% | 65.4%-9.7pp | 78.0%-22.2pp | 67.9%-12.2pp |
| Annual return | -15.94% | -9.65%-6.3pp | 408.60%-424.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,483 | $2,213-33.0% | $4,226-64.9% | $2,596-42.9% |
| Participant deferral / active EE | $2,696 | $4,212-36.0% | $6,182-56.4% | $4,027-33.0% |
| Admin fee / account holder | $1,264 | $4,798-73.7% | $8,698-85.5% | $5,403-76.6% |