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 | $12,501 | $104,106-88.0% | $71,086-82.4% | $135,375-90.8% |
| Participation rate | 63.6% | 65.7%-2.0pp | 54.7%+9.0pp | 82.6%-19.0pp |
| Annual return | -10.31% | 1256.30%-1266.6pp | 650.59%-660.9pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,340 | $1,485+57.6% | $1,088+115.2% | $4,779-51.0% |
| Participant deferral / active EE | $2,954 | $2,527+16.9% | $1,874+57.6% | $5,609-47.3% |
| Admin fee / account holder | $3,232 | $4,142-22.0% | $3,082+4.8% | $10,827-70.2% |