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 4-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 | $44,615 | $95,971-53.5% | $74,550-40.2% | $135,375-67.0% |
| Participation rate | 56.5% | 75.7%-19.1pp | 69.1%-12.6pp | 82.6%-26.1pp |
| Annual return | -7.73% | 56.96%-64.7pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,995 | $3,843-48.1% | $3,108-35.8% | $5,609-64.4% |
| Admin fee / account holder | $1,175 | $6,522-82.0% | $5,060-76.8% | $10,827-89.1% |