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 6-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 | $16,751 | $152,509-89.0% | $117,472-85.7% | $134,475-87.5% |
| Participation rate | 45.5% | 77.1%-31.6pp | 70.6%-25.1pp | 81.2%-35.8pp |
| Annual return | -19.48% | 52.99%-72.5pp | 29.74%-49.2pp | 417.96%-437.4pp |
| Employer contribution / active EE | $630 | $5,571-88.7% | $4,176-84.9% | $4,740-86.7% |
| Participant deferral / active EE | $1,784 | $4,818-63.0% | $4,070-56.2% | $6,400-72.1% |
| Admin fee / account holder | $362 | $7,004-94.8% | $5,645-93.6% | $11,426-96.8% |