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 8-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 | $36,433 | $167,307-78.2% | $143,757-74.7% | $134,475-72.9% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -19.17% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,544 | $5,619-72.5% | $4,951-68.8% | $4,740-67.4% |
| Participant deferral / active EE | $3,453 | $6,446-46.4% | $5,637-38.7% | $6,400-46.0% |
| Admin fee / account holder | $326 | $18,088-98.2% | $14,673-97.8% | $11,426-97.1% |