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 10-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 | $27,671 | $91,911-69.9% | $68,793-59.8% | $135,375-79.6% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | -8.69% | -8.22%-0.5pp | -4.63%-4.1pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,410 | $3,924-64.1% | $2,625-46.3% | $4,779-70.5% |
| Participant deferral / active EE | $3,864 | $4,315-10.4% | $3,311+16.7% | $5,609-31.1% |
| Admin fee / account holder | $412 | $9,240-95.5% | $5,131-92.0% | $10,827-96.2% |