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 9-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 | $43,809 | $69,010-36.5% | $159,960-72.6% | $68,494-36.0% |
| Participation rate | 64.2% | 65.4%-1.2pp | 78.0%-13.8pp | 67.9%-3.7pp |
| Annual return | -17.47% | -9.65%-7.8pp | 408.60%-426.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,861 | $2,213+74.4% | $4,226-8.6% | $2,596+48.7% |
| Participant deferral / active EE | $6,119 | $4,212+45.3% | $6,182-1.0% | $4,027+52.0% |
| Admin fee / account holder | $2,581 | $4,798-46.2% | $8,698-70.3% | $5,403-52.2% |