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 7-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 | $16,452 | $54,350-69.7% | $82,719-80.1% | $68,494-76.0% |
| Participation rate | 60.8% | 63.9%-3.1pp | 72.6%-11.8pp | 67.9%-7.1pp |
| Annual return | -19.26% | -13.67%-5.6pp | 701.18%-720.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,021 | $2,218-8.9% | $3,009-32.8% | $2,596-22.2% |
| Participant deferral / active EE | $3,653 | $3,246+12.6% | $4,395-16.9% | $4,027-9.3% |
| Admin fee / account holder | $900 | $4,395-79.5% | $5,329-83.1% | $5,403-83.3% |