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 7-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 | $21,729 | $133,958-83.8% | $112,228-80.6% | $134,475-83.8% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -13.94% | 47.11%-61.1pp | 27.45%-41.4pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,781 | $4,038-55.9% | $3,635-51.0% | $4,740-62.4% |
| Participant deferral / active EE | $4,045 | $5,291-23.6% | $4,728-14.5% | $6,400-36.8% |
| Admin fee / account holder | $365 | $7,489-95.1% | $6,410-94.3% | $11,426-96.8% |