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 | $26,587 | $133,958-80.2% | $112,228-76.3% | $134,475-80.2% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -19.19% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,384 | $4,038-65.7% | $3,635-61.9% | $4,740-70.8% |
| Participant deferral / active EE | $5,266 | $5,291-0.5% | $4,728+11.4% | $6,400-17.7% |
| Admin fee / account holder | $1,090 | $7,489-85.4% | $6,410-83.0% | $11,426-90.5% |