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 8-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 | $14,924 | $69,010-78.4% | $159,960-90.7% | $68,494-78.2% |
| Participation rate | 53.2% | 65.4%-12.2pp | 78.0%-24.8pp | 67.9%-14.7pp |
| Annual return | -16.59% | -9.65%-6.9pp | 408.60%-425.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $640 | $2,213-71.1% | $4,226-84.9% | $2,596-75.4% |
| Participant deferral / active EE | $2,513 | $4,212-40.3% | $6,182-59.4% | $4,027-37.6% |
| Admin fee / account holder | $536 | $4,798-88.8% | $8,698-93.8% | $5,403-90.1% |