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 4-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 | $71,280 | $105,860-32.7% | $90,749-21.5% | $134,475-47.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -1.51% | -11.01%+9.5pp | -12.16%+10.7pp | 417.96%-419.5pp |
| Employer contribution / active EE | $1,295 | $3,462-62.6% | $2,921-55.7% | $4,740-72.7% |
| Participant deferral / active EE | $2,430 | $5,216-53.4% | $4,564-46.8% | $6,400-62.0% |
| Admin fee / account holder | $81,449 | $13,938+484.4% | $8,445+864.5% | $11,426+612.8% |