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 | $20,742 | $93,024-77.7% | $77,024-73.1% | $134,475-84.6% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.3pp | 81.2%-52.7pp |
| Annual return | -20.38% | 62.60%-83.0pp | 42.32%-62.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,581 | $3,418-53.7% | $2,812-43.8% | $4,740-66.6% |
| Participant deferral / active EE | $1,593 | $5,238-69.6% | $4,426-64.0% | $6,400-75.1% |
| Admin fee / account holder | $302 | $6,944-95.7% | $5,425-94.4% | $11,426-97.4% |