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 | $16,903 | $67,214-74.9% | $61,491-72.5% | $134,475-87.4% |
| Participation rate | 66.7% | 83.7%-17.0pp | 79.3%-12.7pp | 81.2%-14.6pp |
| Annual return | -17.56% | -12.08%-5.5pp | -12.98%-4.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $6,106 | $4,974+22.8% | $4,246+43.8% | $4,740+28.8% |
| Participant deferral / active EE | $14,352 | $6,103+135.2% | $5,188+176.6% | $6,400+124.3% |
| Admin fee / account holder | $4,062 | $4,610-11.9% | $4,312-5.8% | $11,426-64.5% |