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 | $19,504 | $152,509-87.2% | $117,472-83.4% | $134,475-85.5% |
| Participation rate | 30.0% | 77.1%-47.1pp | 70.6%-40.6pp | 81.2%-51.2pp |
| Annual return | -19.47% | 52.99%-72.5pp | 29.74%-49.2pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,149 | $5,571-79.4% | $4,176-72.5% | $4,740-75.8% |
| Participant deferral / active EE | $1,870 | $4,818-61.2% | $4,070-54.1% | $6,400-70.8% |
| Admin fee / account holder | $441 | $7,004-93.7% | $5,645-92.2% | $11,426-96.1% |