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 | $28,335 | $84,402-66.4% | $61,373-53.8% | $134,475-78.9% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -19.38% | 584.55%-603.9pp | 338.61%-358.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $473 | $1,544-69.4% | $1,159-59.2% | $4,740-90.0% |
| Participant deferral / active EE | $1,202 | $2,819-57.4% | $2,125-43.4% | $6,400-81.2% |
| Admin fee / account holder | $844 | $2,585-67.3% | $2,130-60.4% | $11,426-92.6% |