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 | $24,970 | $95,862-74.0% | $79,550-68.6% | $134,475-81.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -19.54% | -2.69%-16.9pp | 0.16%-19.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,522 | $3,128-19.4% | $2,413+4.5% | $4,740-46.8% |
| Participant deferral / active EE | $3,576 | $4,693-23.8% | $3,985-10.3% | $6,400-44.1% |
| Admin fee / account holder | $588 | $9,126-93.6% | $6,832-91.4% | $11,426-94.9% |