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 | $16,714 | $67,331-75.2% | $60,874-72.5% | $134,475-87.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -18.96% | 49.93%-68.9pp | 16.90%-35.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,733 | $3,096-44.0% | $2,701-35.9% | $4,740-63.4% |
| Participant deferral / active EE | $2,610 | $4,538-42.5% | $3,817-31.6% | $6,400-59.2% |
| Admin fee / account holder | $2,299 | $4,582-49.8% | $3,224-28.7% | $11,426-79.9% |