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 | $32,520 | $93,024-65.0% | $77,024-57.8% | $134,475-75.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -7.83% | 62.60%-70.4pp | 42.32%-50.1pp | 417.96%-425.8pp |
| Employer contribution / active EE | $608 | $3,418-82.2% | $2,812-78.4% | $4,740-87.2% |
| Participant deferral / active EE | $1,910 | $5,238-63.5% | $4,426-56.8% | $6,400-70.2% |
| Admin fee / account holder | $397 | $6,944-94.3% | $5,425-92.7% | $11,426-96.5% |