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 8-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 | $36,995 | $91,538-59.6% | $129,995-71.5% | $75,163-50.8% |
| Participation rate | 65.4% | 71.4%-6.1pp | 78.5%-13.1pp | 67.2%-1.8pp |
| Annual return | 18.24% | -631.11%+649.3pp | -137.18%+155.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,542 | $2,845-45.8% | $4,320-64.3% | $2,670-42.3% |
| Participant deferral / active EE | $2,286 | $4,341-47.3% | $5,820-60.7% | $4,125-44.6% |
| Admin fee / account holder | $1,222 | $6,790-82.0% | $10,614-88.5% | $5,651-78.4% |