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 | $29,022 | $92,703-68.7% | $82,719-64.9% | $134,475-78.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.80% | 944.92%-962.7pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,695 | $3,274-48.2% | $3,009-43.7% | $4,740-64.2% |
| Participant deferral / active EE | $2,460 | $4,802-48.8% | $4,395-44.0% | $6,400-61.6% |
| Admin fee / account holder | $1,210 | $5,983-79.8% | $5,329-77.3% | $11,426-89.4% |