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 7-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 | $11,973 | $106,543-88.8% | $91,220-86.9% | $134,475-91.1% |
| Participation rate | 42.9% | 76.8%-34.0pp | 73.2%-30.3pp | 81.2%-38.4pp |
| Annual return | -19.73% | 160.60%-180.3pp | 114.01%-133.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $956 | $3,331-71.3% | $2,850-66.5% | $4,740-79.8% |
| Participant deferral / active EE | $1,298 | $4,719-72.5% | $4,234-69.3% | $6,400-79.7% |
| Admin fee / account holder | $6,963 | $6,231+11.8% | $5,420+28.5% | $11,426-39.1% |