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 | $34,145 | $106,543-68.0% | $91,220-62.6% | $134,475-74.6% |
| Participation rate | 36.8% | 76.8%-40.0pp | 73.2%-36.4pp | 81.2%-44.4pp |
| Annual return | -18.75% | 160.60%-179.3pp | 114.01%-132.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $862 | $3,331-74.1% | $2,850-69.8% | $4,740-81.8% |
| Participant deferral / active EE | $2,043 | $4,719-56.7% | $4,234-51.8% | $6,400-68.1% |
| Admin fee / account holder | $1,655 | $6,231-73.4% | $5,420-69.5% | $11,426-85.5% |