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 7-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 | $8,558 | $84,402-89.9% | $61,373-86.1% | $134,475-93.6% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -20.30% | 584.55%-604.8pp | 338.61%-358.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $492 | $1,544-68.1% | $1,159-57.6% | $4,740-89.6% |
| Participant deferral / active EE | $1,077 | $2,819-61.8% | $2,125-49.3% | $6,400-83.2% |
| Admin fee / account holder | $966 | $2,585-62.6% | $2,130-54.6% | $11,426-91.5% |