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 | $25,112 | $82,664-69.6% | $125,339-80.0% | $68,494-63.3% |
| Participation rate | 63.0% | 75.0%-12.1pp | 82.4%-19.4pp | 67.9%-4.9pp |
| Annual return | -15.84% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,841 | $3,381-45.5% | $4,814-61.7% | $2,596-29.1% |
| Participant deferral / active EE | $2,865 | $6,110-53.1% | $7,446-61.5% | $4,027-28.9% |
| Admin fee / account holder | $2,789 | $6,275-55.6% | $10,010-72.1% | $5,403-48.4% |