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 | $29,035 | $91,538-68.3% | $129,995-77.7% | $75,163-61.4% |
| Participation rate | 55.0% | 71.4%-16.4pp | 78.5%-23.5pp | 67.2%-12.2pp |
| Annual return | 16.04% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $980 | $2,845-65.6% | $4,320-77.3% | $2,670-63.3% |
| Participant deferral / active EE | $3,557 | $4,341-18.1% | $5,820-38.9% | $4,125-13.8% |
| Admin fee / account holder | $2,716 | $6,790-60.0% | $10,614-74.4% | $5,651-51.9% |