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 | $13,833 | $93,024-85.1% | $77,024-82.0% | $134,475-89.7% |
| Participation rate | 44.4% | 74.5%-30.0pp | 67.9%-23.5pp | 81.2%-36.8pp |
| Annual return | -16.03% | 62.60%-78.6pp | 42.32%-58.3pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,178 | $3,418-65.5% | $2,812-58.1% | $4,740-75.1% |
| Participant deferral / active EE | $1,243 | $5,238-76.3% | $4,426-71.9% | $6,400-80.6% |
| Admin fee / account holder | $690 | $6,944-90.1% | $5,425-87.3% | $11,426-94.0% |