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 | $28,617 | $90,600-68.4% | $79,464-64.0% | $135,375-78.9% |
| Participation rate | 58.3% | 76.0%-17.7pp | 73.3%-15.0pp | 82.6%-24.3pp |
| Annual return | -9.57% | 977.43%-987.0pp | 718.14%-727.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $514 | $3,068-83.2% | $2,800-81.6% | $4,779-89.2% |
| Participant deferral / active EE | $2,089 | $4,050-48.4% | $3,704-43.6% | $5,609-62.8% |
| Admin fee / account holder | $3,933 | $5,907-33.4% | $5,113-23.1% | $10,827-63.7% |