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 | $16,738 | $82,286-79.7% | $68,791-75.7% | $134,475-87.6% |
| Participation rate | 45.5% | 75.1%-29.6pp | 69.0%-23.6pp | 81.2%-35.8pp |
| Annual return | -1.83% | -2.19%+0.4pp | -6.38%+4.5pp | 417.96%-419.8pp |
| Employer contribution / active EE | $1,235 | $3,301-62.6% | $2,655-53.5% | $4,740-73.9% |
| Participant deferral / active EE | $1,574 | $4,739-66.8% | $3,941-60.1% | $6,400-75.4% |
| Admin fee / account holder | $3,952 | $6,481-39.0% | $4,932-19.9% | $11,426-65.4% |