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 5-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 | $27,628 | $167,307-83.5% | $143,757-80.8% | $134,475-79.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -19.29% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,268 | $5,619-77.4% | $4,951-74.4% | $4,740-73.2% |
| Participant deferral / active EE | $2,852 | $6,446-55.8% | $5,637-49.4% | $6,400-55.4% |
| Admin fee / account holder | $319 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |