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 | $23,566 | $138,065-82.9% | $123,544-80.9% | $135,375-82.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -4.63% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,792 | $5,151-45.8% | $4,628-39.7% | $4,779-41.6% |
| Participant deferral / active EE | $3,054 | $6,799-55.1% | $6,426-52.5% | $5,609-45.5% |
| Admin fee / account holder | $1,266 | $10,916-88.4% | $9,284-86.4% | $10,827-88.3% |