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 | $67,281 | $69,010-2.5% | $159,960-57.9% | $68,494-1.8% |
| Participation rate | 61.4% | 65.4%-4.0pp | 78.0%-16.6pp | 67.9%-6.5pp |
| Annual return | -18.08% | -9.65%-8.4pp | 408.60%-426.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $698 | $2,213-68.4% | $4,226-83.5% | $2,596-73.1% |
| Participant deferral / active EE | $2,999 | $4,212-28.8% | $6,182-51.5% | $4,027-25.5% |
| Admin fee / account holder | $1,010 | $4,798-79.0% | $8,698-88.4% | $5,403-81.3% |