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 | $23,909 | $82,664-71.1% | $125,339-80.9% | $68,494-65.1% |
| Participation rate | 36.7% | 75.0%-38.4pp | 82.4%-45.7pp | 67.9%-31.2pp |
| Annual return | -14.48% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,251 | $3,381-63.0% | $4,814-74.0% | $2,596-51.8% |
| Participant deferral / active EE | $2,807 | $6,110-54.1% | $7,446-62.3% | $4,027-30.3% |
| Admin fee / account holder | $2,874 | $6,275-54.2% | $10,010-71.3% | $5,403-46.8% |