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 7-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 | $31,767 | $95,862-66.9% | $79,550-60.1% | $134,475-76.4% |
| Participation rate | 46.2% | 75.0%-28.9pp | 69.5%-23.3pp | 81.2%-35.1pp |
| Annual return | -16.06% | -2.69%-13.4pp | 0.16%-16.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,240 | $3,128-60.4% | $2,413-48.6% | $4,740-73.8% |
| Participant deferral / active EE | $5,296 | $4,693+12.9% | $3,985+32.9% | $6,400-17.2% |
| Admin fee / account holder | $535 | $9,126-94.1% | $6,832-92.2% | $11,426-95.3% |