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 | $25,917 | $133,958-80.7% | $112,228-76.9% | $134,475-80.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -12.27% | 47.11%-59.4pp | 27.45%-39.7pp | 417.96%-430.2pp |
| Employer contribution / active EE | $1,155 | $4,038-71.4% | $3,635-68.2% | $4,740-75.6% |
| Participant deferral / active EE | $2,473 | $5,291-53.3% | $4,728-47.7% | $6,400-61.4% |
| Admin fee / account holder | $1,126 | $7,489-85.0% | $6,410-82.4% | $11,426-90.1% |