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 | $42,850 | $100,754-57.5% | $86,677-50.6% | $134,475-68.1% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -11.04% | 29.04%-40.1pp | 35.91%-47.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,864 | $3,489-46.6% | $2,836-34.3% | $4,740-60.7% |
| Participant deferral / active EE | $3,651 | $5,338-31.6% | $4,656-21.6% | $6,400-43.0% |
| Admin fee / account holder | $7,903 | $10,926-27.7% | $7,493+5.5% | $11,426-30.8% |