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 8-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 | $8,211 | $93,024-91.2% | $77,024-89.3% | $134,475-93.9% |
| Participation rate | 41.7% | 74.5%-32.8pp | 67.9%-26.2pp | 81.2%-39.6pp |
| Annual return | -16.43% | 62.60%-79.0pp | 42.32%-58.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $615 | $3,418-82.0% | $2,812-78.1% | $4,740-87.0% |
| Participant deferral / active EE | $1,066 | $5,238-79.7% | $4,426-75.9% | $6,400-83.3% |
| Admin fee / account holder | $2,537 | $6,944-63.5% | $5,425-53.2% | $11,426-77.8% |