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 | $47,440 | $133,958-64.6% | $112,228-57.7% | $134,475-64.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -8.73% | 47.11%-55.8pp | 27.45%-36.2pp | 417.96%-426.7pp |
| Employer contribution / active EE | $1,648 | $4,038-59.2% | $3,635-54.6% | $4,740-65.2% |
| Participant deferral / active EE | $3,455 | $5,291-34.7% | $4,728-26.9% | $6,400-46.0% |
| Admin fee / account holder | $4,002 | $7,489-46.6% | $6,410-37.6% | $11,426-65.0% |