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 | $25,826 | $69,010-62.6% | $159,960-83.9% | $68,494-62.3% |
| Participation rate | 48.1% | 65.4%-17.3pp | 78.0%-29.8pp | 67.9%-19.7pp |
| Annual return | -18.95% | -9.65%-9.3pp | 408.60%-427.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,209 | $2,213-45.4% | $4,226-71.4% | $2,596-53.4% |
| Participant deferral / active EE | $2,456 | $4,212-41.7% | $6,182-60.3% | $4,027-39.0% |
| Admin fee / account holder | $993 | $4,798-79.3% | $8,698-88.6% | $5,403-81.6% |