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 | $23,511 | $67,331-65.1% | $60,874-61.4% | $134,475-82.5% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -18.91% | 49.93%-68.8pp | 16.90%-35.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,283 | $3,096-58.6% | $2,701-52.5% | $4,740-72.9% |
| Participant deferral / active EE | $3,777 | $4,538-16.8% | $3,817-1.0% | $6,400-41.0% |
| Admin fee / account holder | $1,440 | $4,582-68.6% | $3,224-55.3% | $11,426-87.4% |