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 | $26,673 | $129,942-79.5% | $104,294-74.4% | $134,475-80.2% |
| Participation rate | 46.7% | 79.5%-32.9pp | 73.3%-26.6pp | 81.2%-34.6pp |
| Annual return | -19.32% | 42.03%-61.4pp | 24.61%-43.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,567 | $4,184-62.6% | $3,372-53.5% | $4,740-66.9% |
| Participant deferral / active EE | $1,893 | $5,588-66.1% | $4,625-59.1% | $6,400-70.4% |
| Admin fee / account holder | $2,155 | $9,323-76.9% | $7,339-70.6% | $11,426-81.1% |