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 | $38,973 | $133,958-70.9% | $112,228-65.3% | $134,475-71.0% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -2.13% | 47.11%-49.2pp | 27.45%-29.6pp | 417.96%-420.1pp |
| Employer contribution / active EE | $1,230 | $4,038-69.5% | $3,635-66.2% | $4,740-74.1% |
| Participant deferral / active EE | $1,866 | $5,291-64.7% | $4,728-60.5% | $6,400-70.8% |
| Admin fee / account holder | $18,407 | $7,489+145.8% | $6,410+187.2% | $11,426+61.1% |