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 | $26,542 | $82,630-67.9% | $64,105-58.6% | $125,391-78.8% |
| Participation rate | 26.7% | 75.9%-49.2pp | 68.2%-41.5pp | 83.2%-56.5pp |
| Annual return | -1.23% | 1489.72%-1491.0pp | 791.24%-792.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $660 | $2,671-75.3% | $1,820-63.7% | $4,866-86.4% |
| Participant deferral / active EE | $1,450 | $3,608-59.8% | $2,822-48.6% | $5,352-72.9% |
| Admin fee / account holder | $308 | $6,382-95.2% | $4,499-93.2% | $9,540-96.8% |