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 | $11,859 | $92,703-87.2% | $82,719-85.7% | $134,475-91.2% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -11.18% | 944.92%-956.1pp | 701.18%-712.4pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,467 | $3,274-55.2% | $3,009-51.3% | $4,740-69.1% |
| Participant deferral / active EE | $1,978 | $4,802-58.8% | $4,395-55.0% | $6,400-69.1% |
| Admin fee / account holder | $1,333 | $5,983-77.7% | $5,329-75.0% | $11,426-88.3% |