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 | $26,878 | $82,664-67.5% | $125,339-78.6% | $68,494-60.8% |
| Participation rate | 62.5% | 75.0%-12.5pp | 82.4%-19.9pp | 67.9%-5.4pp |
| Annual return | -19.20% | -5.97%-13.2pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,538 | $3,381-24.9% | $4,814-47.3% | $2,596-2.2% |
| Participant deferral / active EE | $3,224 | $6,110-47.2% | $7,446-56.7% | $4,027-19.9% |
| Admin fee / account holder | $8,579 | $6,275+36.7% | $10,010-14.3% | $5,403+58.8% |