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 10-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 | $31,906 | $82,664-61.4% | $125,339-74.5% | $68,494-53.4% |
| Participation rate | 67.5% | 75.0%-7.5pp | 82.4%-14.9pp | 67.9%-0.4pp |
| Annual return | -17.32% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,357 | $3,381-30.3% | $4,814-51.0% | $2,596-9.2% |
| Participant deferral / active EE | $4,013 | $6,110-34.3% | $7,446-46.1% | $4,027-0.3% |
| Admin fee / account holder | $1,755 | $6,275-72.0% | $10,010-82.5% | $5,403-67.5% |