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 | $23,963 | $99,640-75.9% | $86,436-72.3% | $134,475-82.2% |
| Participation rate | 42.1% | 82.0%-39.9pp | 80.3%-38.2pp | 81.2%-39.1pp |
| Annual return | -20.40% | 6782.58%-6803.0pp | 4394.89%-4415.3pp | 417.96%-438.4pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,709 | $7,246-62.6% | $6,952-61.0% | $6,400-57.7% |
| Admin fee / account holder | $1,613 | $8,371-80.7% | $6,731-76.0% | $11,426-85.9% |