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 | $24,294 | $106,543-77.2% | $91,220-73.4% | $134,475-81.9% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.2%-44.6pp | 81.2%-52.7pp |
| Annual return | -19.64% | 160.60%-180.2pp | 114.01%-133.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $427 | $3,331-87.2% | $2,850-85.0% | $4,740-91.0% |
| Participant deferral / active EE | $831 | $4,719-82.4% | $4,234-80.4% | $6,400-87.0% |
| Admin fee / account holder | $550 | $6,231-91.2% | $5,420-89.8% | $11,426-95.2% |