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 4-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 | $29,664 | $91,538-67.6% | $129,995-77.2% | $75,163-60.5% |
| Participation rate | 27.9% | 71.4%-43.5pp | 78.5%-50.6pp | 67.2%-39.3pp |
| Annual return | 27.59% | -631.11%+658.7pp | -137.18%+164.8pp | 160.62%-133.0pp |
| Employer contribution / active EE | $878 | $2,845-69.1% | $4,320-79.7% | $2,670-67.1% |
| Participant deferral / active EE | $1,945 | $4,341-55.2% | $5,820-66.6% | $4,125-52.8% |
| Admin fee / account holder | $9,814 | $6,790+44.5% | $10,614-7.5% | $5,651+73.7% |