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 | $41,121 | $133,958-69.3% | $112,228-63.4% | $134,475-69.4% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.1%-10.8pp | 81.2%-16.9pp |
| Annual return | -17.47% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,192 | $4,038-21.0% | $3,635-12.2% | $4,740-32.7% |
| Participant deferral / active EE | $6,333 | $5,291+19.7% | $4,728+33.9% | $6,400-1.0% |
| Admin fee / account holder | $2,082 | $7,489-72.2% | $6,410-67.5% | $11,426-81.8% |