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 5-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 | $9,769 | $88,594-89.0% | $70,092-86.1% | $134,475-92.7% |
| Participation rate | 66.7% | 74.9%-8.3pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | -9.14% | 442.67%-451.8pp | 190.73%-199.9pp | 417.96%-427.1pp |
| Employer contribution / active EE | $1,004 | $3,233-68.9% | $2,559-60.8% | $4,740-78.8% |
| Participant deferral / active EE | $3,459 | $4,772-27.5% | $3,849-10.1% | $6,400-46.0% |
| Admin fee / account holder | $9,768 | $10,441-6.4% | $6,267+55.9% | $11,426-14.5% |