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 6-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 | $26,986 | $65,061-58.5% | $143,757-81.2% | $66,914-59.7% |
| Participation rate | 53.2% | 65.2%-12.0pp | 80.3%-27.1pp | 69.8%-16.6pp |
| Annual return | -14.92% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,540 | $2,361-34.8% | $4,951-68.9% | $2,544-39.5% |
| Participant deferral / active EE | $7,383 | $2,919+152.9% | $5,637+31.0% | $4,237+74.3% |
| Admin fee / account holder | $1,315 | $502+161.9% | $14,673-91.0% | $593+121.6% |