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 | $11,784 | $92,703-87.3% | $82,719-85.8% | $134,475-91.2% |
| Participation rate | 35.7% | 75.2%-39.5pp | 72.6%-36.8pp | 81.2%-45.5pp |
| Annual return | -17.58% | 944.92%-962.5pp | 701.18%-718.8pp | 417.96%-435.5pp |
| Employer contribution / active EE | $487 | $3,274-85.1% | $3,009-83.8% | $4,740-89.7% |
| Participant deferral / active EE | $2,088 | $4,802-56.5% | $4,395-52.5% | $6,400-67.4% |
| Admin fee / account holder | $956 | $5,983-84.0% | $5,329-82.1% | $11,426-91.6% |