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 | $49,331 | $27,641+78.5% | $61,373-19.6% | $68,494-28.0% |
| Participation rate | 26.8% | 39.5%-12.7pp | 52.6%-25.7pp | 67.9%-41.1pp |
| Annual return | -14.87% | -13.24%-1.6pp | 338.61%-353.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $356 | $695-48.8% | $1,159-69.3% | $2,596-86.3% |
| Participant deferral / active EE | $730 | $1,263-42.2% | $2,125-65.7% | $4,027-81.9% |
| Admin fee / account holder | $404 | $2,010-79.9% | $2,130-81.0% | $5,403-92.5% |