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 6-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 | $19,750 | $133,958-85.3% | $112,228-82.4% | $134,475-85.3% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -10.81% | 47.11%-57.9pp | 27.45%-38.3pp | 417.96%-428.8pp |
| Employer contribution / active EE | $4,205 | $4,038+4.1% | $3,635+15.7% | $4,740-11.3% |
| Participant deferral / active EE | $1,906 | $5,291-64.0% | $4,728-59.7% | $6,400-70.2% |
| Admin fee / account holder | $1,080 | $7,489-85.6% | $6,410-83.2% | $11,426-90.5% |