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 | $107,784 | $107,7910% | $90,645+18.9% | $135,375-20.4% |
| Participation rate | 25.0% | 78.0%-53.0pp | 74.0%-49.0pp | 82.6%-57.6pp |
| Annual return | -7.68% | -0.90%-6.8pp | 1.88%-9.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,077 | $3,018-64.3% | $2,532-57.5% | $4,779-77.5% |
| Participant deferral / active EE | $6,125 | $3,872+58.2% | $3,425+78.9% | $5,609+9.2% |
| Admin fee / account holder | $22,526 | $5,930+279.9% | $4,994+351.1% | $10,827+108.1% |