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 | $36,864 | $93,024-60.4% | $77,024-52.1% | $134,475-72.6% |
| Participation rate | 54.5% | 74.5%-19.9pp | 67.9%-13.4pp | 81.2%-26.7pp |
| Annual return | -15.37% | 62.60%-78.0pp | 42.32%-57.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,016 | $3,418-70.3% | $2,812-63.9% | $4,740-78.6% |
| Participant deferral / active EE | $1,376 | $5,238-73.7% | $4,426-68.9% | $6,400-78.5% |
| Admin fee / account holder | $22,513 | $6,944+224.2% | $5,425+315.0% | $11,426+97.0% |