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 | $15,218 | $84,402-82.0% | $61,373-75.2% | $134,475-88.7% |
| Participation rate | 21.1% | 62.2%-41.1pp | 52.6%-31.5pp | 81.2%-60.2pp |
| Annual return | -18.18% | 584.55%-602.7pp | 338.61%-356.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $843 | $2,819-70.1% | $2,125-60.3% | $6,400-86.8% |
| Admin fee / account holder | $1,318 | $2,585-49.0% | $2,130-38.1% | $11,426-88.5% |