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 | $48,237 | $190,805-74.7% | $159,960-69.8% | $134,475-64.1% |
| Participation rate | 62.5% | 81.9%-19.4pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -18.66% | 552.23%-570.9pp | 408.60%-427.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,649 | $4,995-47.0% | $4,226-37.3% | $4,740-44.1% |
| Participant deferral / active EE | $4,085 | $6,923-41.0% | $6,182-33.9% | $6,400-36.2% |
| Admin fee / account holder | $765 | $10,471-92.7% | $8,698-91.2% | $11,426-93.3% |