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 | $14,202 | $92,703-84.7% | $82,719-82.8% | $134,475-89.4% |
| Participation rate | 29.4% | 75.2%-45.8pp | 72.6%-43.1pp | 81.2%-51.8pp |
| Annual return | -17.67% | 944.92%-962.6pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $811 | $3,274-75.2% | $3,009-73.0% | $4,740-82.9% |
| Participant deferral / active EE | $1,110 | $4,802-76.9% | $4,395-74.8% | $6,400-82.7% |
| Admin fee / account holder | $390 | $5,983-93.5% | $5,329-92.7% | $11,426-96.6% |