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 | $63,615 | $82,664-23.0% | $125,339-49.2% | $68,494-7.1% |
| Participation rate | 56.3% | 75.0%-18.7pp | 82.4%-26.0pp | 67.9%-11.6pp |
| Annual return | -19.23% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,365 | $3,381-30.1% | $4,814-50.9% | $2,596-8.9% |
| Participant deferral / active EE | $4,893 | $6,110-19.9% | $7,446-34.3% | $4,027+21.5% |
| Admin fee / account holder | $3,889 | $6,275-38.0% | $10,010-61.1% | $5,403-28.0% |