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 9-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 | $22,786 | $67,331-66.2% | $60,874-62.6% | $134,475-83.1% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | -16.08% | 49.93%-66.0pp | 16.90%-33.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,018 | $3,096-67.1% | $2,701-62.3% | $4,740-78.5% |
| Participant deferral / active EE | $3,788 | $4,538-16.5% | $3,817-0.7% | $6,400-40.8% |
| Admin fee / account holder | $2,633 | $4,582-42.5% | $3,224-18.3% | $11,426-77.0% |