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 | $21,873 | $93,024-76.5% | $77,024-71.6% | $134,475-83.7% |
| Participation rate | 63.6% | 74.5%-10.8pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | -20.86% | 62.60%-83.5pp | 42.32%-63.2pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,281 | $3,418-62.5% | $2,812-54.4% | $4,740-73.0% |
| Participant deferral / active EE | $4,452 | $5,238-15.0% | $4,426+0.6% | $6,400-30.4% |
| Admin fee / account holder | $2,787 | $6,944-59.9% | $5,425-48.6% | $11,426-75.6% |