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 4-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 | $84,211 | $133,958-37.1% | $112,228-25.0% | $134,475-37.4% |
| Participation rate | 14.3% | 78.6%-64.3pp | 75.1%-60.8pp | 81.2%-66.9pp |
| Annual return | -16.59% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,143 | $4,038-71.7% | $3,635-68.6% | $4,740-75.9% |
| Participant deferral / active EE | $3,643 | $5,291-31.1% | $4,728-23.0% | $6,400-43.1% |
| Admin fee / account holder | $735 | $7,489-90.2% | $6,410-88.5% | $11,426-93.6% |