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 | $18,011 | $93,024-80.6% | $77,024-76.6% | $134,475-86.6% |
| Participation rate | 44.4% | 74.5%-30.0pp | 67.9%-23.5pp | 81.2%-36.8pp |
| Annual return | -17.65% | 62.60%-80.3pp | 42.32%-60.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $525 | $3,418-84.6% | $2,812-81.3% | $4,740-88.9% |
| Participant deferral / active EE | $970 | $5,238-81.5% | $4,426-78.1% | $6,400-84.8% |
| Admin fee / account holder | $553 | $6,944-92.0% | $5,425-89.8% | $11,426-95.2% |