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 | $28,636 | $82,664-65.4% | $125,339-77.2% | $68,494-58.2% |
| Participation rate | 28.0% | 75.0%-47.0pp | 82.4%-54.4pp | 67.9%-39.9pp |
| Annual return | 37.59% | -5.97%+43.6pp | 572.05%-534.5pp | -7.84%+45.4pp |
| Employer contribution / active EE | $1,095 | $3,381-67.6% | $4,814-77.3% | $2,596-57.8% |
| Participant deferral / active EE | $2,594 | $6,110-57.6% | $7,446-65.2% | $4,027-35.6% |
| Admin fee / account holder | $1,717 | $6,275-72.6% | $10,010-82.9% | $5,403-68.2% |