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 | $22,750 | $49,177-53.7% | $79,464-71.4% | $64,186-64.6% |
| Participation rate | 57.1% | 65.0%-7.9pp | 73.3%-16.2pp | 69.6%-12.4pp |
| Annual return | -7.28% | -1.16%-6.1pp | 718.14%-725.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $744 | $2,076-64.2% | $2,800-73.4% | $2,381-68.8% |
| Participant deferral / active EE | $2,155 | $2,821-23.6% | $3,704-41.8% | $3,470-37.9% |
| Admin fee / account holder | $1,342 | $3,839-65.1% | $5,113-73.8% | $4,888-72.6% |