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 | $40,728 | $129,942-68.7% | $104,294-60.9% | $134,475-69.7% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -19.84% | 42.03%-61.9pp | 24.61%-44.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,829 | $4,184-56.3% | $3,372-45.8% | $4,740-61.4% |
| Participant deferral / active EE | $6,924 | $5,588+23.9% | $4,625+49.7% | $6,400+8.2% |
| Admin fee / account holder | $6,248 | $9,323-33.0% | $7,339-14.9% | $11,426-45.3% |