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 | $39,652 | $82,664-52.0% | $125,339-68.4% | $68,494-42.1% |
| Participation rate | 53.6% | 75.0%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | -1.46% | -5.97%+4.5pp | 572.05%-573.5pp | -7.84%+6.4pp |
| Employer contribution / active EE | $1,974 | $3,381-41.6% | $4,814-59.0% | $2,596-24.0% |
| Participant deferral / active EE | $5,801 | $6,110-5.1% | $7,446-22.1% | $4,027+44.1% |
| Admin fee / account holder | $6,105 | $6,275-2.7% | $10,010-39.0% | $5,403+13.0% |