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 | $64,568 | $142,344-54.6% | $119,609-46.0% | $134,475-52.0% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.3%-17.7pp | 81.2%-19.7pp |
| Annual return | -10.08% | -12.44%+2.4pp | -14.97%+4.9pp | 417.96%-428.0pp |
| Employer contribution / active EE | $9,526 | $5,222+82.4% | $4,232+125.1% | $4,740+101.0% |
| Participant deferral / active EE | $2,894 | $6,469-55.3% | $5,602-48.3% | $6,400-54.8% |
| Admin fee / account holder | $31,615 | $13,584+132.7% | $10,323+206.2% | $11,426+176.7% |