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 10-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 | $21,654 | $93,024-76.7% | $77,024-71.9% | $134,475-83.9% |
| Participation rate | 69.6% | 74.5%-4.9pp | 67.9%+1.7pp | 81.2%-11.7pp |
| Annual return | -13.46% | 62.60%-76.1pp | 42.32%-55.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,173 | $3,418-65.7% | $2,812-58.3% | $4,740-75.3% |
| Participant deferral / active EE | $1,708 | $5,238-67.4% | $4,426-61.4% | $6,400-73.3% |
| Admin fee / account holder | $1,569 | $6,944-77.4% | $5,425-71.1% | $11,426-86.3% |