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 7-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 | $26,395 | $84,402-68.7% | $61,373-57.0% | $134,475-80.4% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -18.89% | 584.55%-603.4pp | 338.61%-357.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,369 | $1,544-11.3% | $1,159+18.1% | $4,740-71.1% |
| Participant deferral / active EE | $2,788 | $2,819-1.1% | $2,125+31.2% | $6,400-56.4% |
| Admin fee / account holder | $470 | $2,585-81.8% | $2,130-77.9% | $11,426-95.9% |