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 9-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 | $25,945 | $133,958-80.6% | $112,228-76.9% | $134,475-80.7% |
| Participation rate | 41.2% | 78.6%-37.4pp | 75.1%-33.9pp | 81.2%-40.0pp |
| Annual return | -19.82% | 47.11%-66.9pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $924 | $4,038-77.1% | $3,635-74.6% | $4,740-80.5% |
| Participant deferral / active EE | $1,587 | $5,291-70.0% | $4,728-66.4% | $6,400-75.2% |
| Admin fee / account holder | $2,282 | $7,489-69.5% | $6,410-64.4% | $11,426-80.0% |