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 | $9,328 | $32,117-71.0% | $71,086-86.9% | $64,186-85.5% |
| Participation rate | 42.4% | 42.7%-0.3pp | 54.7%-12.2pp | 69.6%-27.1pp |
| Annual return | 23.28% | -5.57%+28.8pp | 650.59%-627.3pp | 7.63%+15.6pp |
| Employer contribution / active EE | $1,243 | $712+74.5% | $1,088+14.2% | $2,381-47.8% |
| Participant deferral / active EE | $1,839 | $1,263+45.6% | $1,874-1.9% | $3,470-47.0% |
| Admin fee / account holder | $550 | $2,759-80.1% | $3,082-82.2% | $4,888-88.8% |