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 6-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 | $12,018 | $67,331-82.2% | $60,874-80.3% | $134,475-91.1% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | -6.09% | 49.93%-56.0pp | 16.90%-23.0pp | 417.96%-424.1pp |
| Employer contribution / active EE | $1,166 | $3,096-62.3% | $2,701-56.8% | $4,740-75.4% |
| Participant deferral / active EE | $2,146 | $4,538-52.7% | $3,817-43.8% | $6,400-66.5% |
| Admin fee / account holder | $1,524 | $4,582-66.7% | $3,224-52.7% | $11,426-86.7% |