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 | $17,313 | $95,193-81.8% | $76,523-77.4% | $135,375-87.2% |
| Participation rate | 34.8% | 74.4%-39.6pp | 68.0%-33.2pp | 82.6%-47.9pp |
| Annual return | -8.47% | 4.85%-13.3pp | -0.27%-8.2pp | 519.73%-528.2pp |
| Employer contribution / active EE | $783 | $3,302-76.3% | $2,647-70.4% | $4,779-83.6% |
| Participant deferral / active EE | $1,624 | $4,639-65.0% | $3,835-57.7% | $5,609-71.0% |
| Admin fee / account holder | $762 | $6,249-87.8% | $4,848-84.3% | $10,827-93.0% |