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 6-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 | $25,371 | $190,805-86.7% | $159,960-84.1% | $134,475-81.1% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -17.48% | 552.23%-569.7pp | 408.60%-426.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,254 | $4,995-74.9% | $4,226-70.3% | $4,740-73.5% |
| Participant deferral / active EE | $4,503 | $6,923-35.0% | $6,182-27.2% | $6,400-29.6% |
| Admin fee / account holder | $8,622 | $10,471-17.7% | $8,698-0.9% | $11,426-24.5% |