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 | $23,401 | $152,509-84.7% | $117,472-80.1% | $134,475-82.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -4.58% | 52.99%-57.6pp | 29.74%-34.3pp | 417.96%-422.5pp |
| Employer contribution / active EE | $1,173 | $5,571-78.9% | $4,176-71.9% | $4,740-75.2% |
| Participant deferral / active EE | $3,274 | $4,818-32.0% | $4,070-19.6% | $6,400-48.8% |
| Admin fee / account holder | $950 | $7,004-86.4% | $5,645-83.2% | $11,426-91.7% |