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 | $48,015 | $59,107-18.8% | $86,436-44.4% | $68,494-29.9% |
| Participation rate | 57.9% | 75.2%-17.3pp | 80.3%-22.4pp | 67.9%-10.0pp |
| Annual return | -15.52% | -0.23%-15.3pp | 4394.89%-4410.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,444 | $2,519-42.7% | $3,769-61.7% | $2,596-44.4% |
| Participant deferral / active EE | $3,416 | $5,901-42.1% | $6,952-50.9% | $4,027-15.2% |
| Admin fee / account holder | $2,637 | $5,637-53.2% | $6,731-60.8% | $5,403-51.2% |