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 | $22,578 | $105,860-78.7% | $90,749-75.1% | $134,475-83.2% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -12.01% | -11.01%-1.0pp | -12.16%+0.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $667 | $3,462-80.7% | $2,921-77.2% | $4,740-85.9% |
| Participant deferral / active EE | $1,867 | $5,216-64.2% | $4,564-59.1% | $6,400-70.8% |
| Admin fee / account holder | $693 | $13,938-95.0% | $8,445-91.8% | $11,426-93.9% |