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 | $28,251 | $75,828-62.7% | $147,614-80.9% | $59,632-52.6% |
| Participation rate | 57.4% | 71.6%-14.2pp | 84.6%-27.2pp | 68.7%-11.3pp |
| Annual return | -1.42% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,728 | $3,485-50.4% | $5,564-68.9% | $2,203-21.5% |
| Participant deferral / active EE | $3,159 | $3,130+0.9% | $4,895-35.5% | $3,192-1.0% |
| Admin fee / account holder | $872 | $5,985-85.4% | $11,611-92.5% | $4,297-79.7% |