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 | $26,097 | $27,641-5.6% | $61,373-57.5% | $68,494-61.9% |
| Participation rate | 32.6% | 39.5%-6.9pp | 52.6%-20.0pp | 67.9%-35.3pp |
| Annual return | 3.95% | -13.24%+17.2pp | 338.61%-334.7pp | -7.84%+11.8pp |
| Employer contribution / active EE | $1,139 | $695+63.8% | $1,159-1.7% | $2,596-56.1% |
| Participant deferral / active EE | $1,776 | $1,263+40.6% | $2,125-16.4% | $4,027-55.9% |
| Admin fee / account holder | $6,590 | $2,010+227.9% | $2,130+209.4% | $5,403+22.0% |