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 | $22,673 | $92,703-75.5% | $82,719-72.6% | $134,475-83.1% |
| Participation rate | 64.7% | 75.2%-10.5pp | 72.6%-7.8pp | 81.2%-16.5pp |
| Annual return | -4.05% | 944.92%-949.0pp | 701.18%-705.2pp | 417.96%-422.0pp |
| Employer contribution / active EE | $1,161 | $3,274-64.5% | $3,009-61.4% | $4,740-75.5% |
| Participant deferral / active EE | $1,871 | $4,802-61.0% | $4,395-57.4% | $6,400-70.8% |
| Admin fee / account holder | $1,575 | $5,983-73.7% | $5,329-70.5% | $11,426-86.2% |