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 | $21,141 | $82,664-74.4% | $125,339-83.1% | $68,494-69.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -14.02% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,800 | $3,381-46.8% | $4,814-62.6% | $2,596-30.7% |
| Participant deferral / active EE | $3,256 | $6,110-46.7% | $7,446-56.3% | $4,027-19.1% |
| Admin fee / account holder | $1,357 | $6,275-78.4% | $10,010-86.4% | $5,403-74.9% |