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 4-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 | $21,107 | $82,286-74.3% | $68,791-69.3% | $134,475-84.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -17.58% | -2.19%-15.4pp | -6.38%-11.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $935 | $3,301-71.7% | $2,655-64.8% | $4,740-80.3% |
| Participant deferral / active EE | $4,432 | $4,739-6.5% | $3,941+12.4% | $6,400-30.8% |
| Admin fee / account holder | $354 | $6,481-94.5% | $4,932-92.8% | $11,426-96.9% |