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 | $20,452 | $197,825-89.7% | $155,790-86.9% | $125,391-83.7% |
| Participation rate | 60.0% | 82.1%-22.1pp | 76.1%-16.1pp | 83.2%-23.2pp |
| Annual return | -1.45% | 86.74%-88.2pp | 71.54%-73.0pp | 282.22%-283.7pp |
| Employer contribution / active EE | $775 | $4,847-84.0% | $3,836-79.8% | $4,866-84.1% |
| Participant deferral / active EE | $2,010 | $5,630-64.3% | $4,797-58.1% | $5,352-62.4% |
| Admin fee / account holder | $2,237 | $9,545-76.6% | $7,478-70.1% | $9,540-76.6% |