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 9-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 | $11,789 | $88,594-86.7% | $70,092-83.2% | $134,475-91.2% |
| Participation rate | 55.0% | 74.9%-19.9pp | 70.5%-15.5pp | 81.2%-26.2pp |
| Annual return | -20.23% | 442.67%-462.9pp | 190.73%-211.0pp | 417.96%-438.2pp |
| Employer contribution / active EE | $769 | $3,233-76.2% | $2,559-70.0% | $4,740-83.8% |
| Participant deferral / active EE | $1,265 | $4,772-73.5% | $3,849-67.1% | $6,400-80.2% |
| Admin fee / account holder | $1,634 | $10,441-84.3% | $6,267-73.9% | $11,426-85.7% |