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 8-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 | $33,395 | $133,958-75.1% | $112,228-70.2% | $134,475-75.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -7.50% | 47.11%-54.6pp | 27.45%-34.9pp | 417.96%-425.5pp |
| Employer contribution / active EE | $931 | $4,038-76.9% | $3,635-74.4% | $4,740-80.4% |
| Participant deferral / active EE | $3,315 | $5,291-37.3% | $4,728-29.9% | $6,400-48.2% |
| Admin fee / account holder | $469 | $7,489-93.7% | $6,410-92.7% | $11,426-95.9% |