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 | $25,311 | $97,757-74.1% | $83,848-69.8% | $135,375-81.3% |
| Participation rate | 47.8% | 80.0%-32.1pp | 76.1%-28.3pp | 82.6%-34.8pp |
| Annual return | -6.05% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,402 | $4,222-66.8% | $3,631-61.4% | $4,779-70.7% |
| Participant deferral / active EE | $3,479 | $4,682-25.7% | $4,082-14.8% | $5,609-38.0% |
| Admin fee / account holder | $418 | $6,674-93.7% | $5,478-92.4% | $10,827-96.1% |