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 8-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 | $47,445 | $84,695-44.0% | $73,843-35.7% | $125,391-62.2% |
| Participation rate | 61.1% | 76.8%-15.6pp | 73.4%-12.3pp | 83.2%-22.1pp |
| Annual return | -2.17% | 3123.53%-3125.7pp | 2267.84%-2270.0pp | 282.22%-284.4pp |
| Employer contribution / active EE | $469 | $3,123-85.0% | $2,787-83.2% | $4,866-90.4% |
| Participant deferral / active EE | $4,401 | $3,992+10.2% | $3,583+22.8% | $5,352-17.8% |
| Admin fee / account holder | $11,442 | $5,691+101.0% | $4,880+134.5% | $9,540+19.9% |