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 | $24,587 | $84,402-70.9% | $61,373-59.9% | $134,475-81.7% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -17.24% | 584.55%-601.8pp | 338.61%-355.8pp | 417.96%-435.2pp |
| Employer contribution / active EE | $986 | $1,544-36.2% | $1,159-15.0% | $4,740-79.2% |
| Participant deferral / active EE | $3,320 | $2,819+17.8% | $2,125+56.2% | $6,400-48.1% |
| Admin fee / account holder | $2,278 | $2,585-11.9% | $2,130+7.0% | $11,426-80.1% |