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 | $55,200 | $133,958-58.8% | $112,228-50.8% | $134,475-59.0% |
| Participation rate | 57.9% | 78.6%-20.7pp | 75.1%-17.2pp | 81.2%-23.3pp |
| Annual return | -19.06% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $6,986 | $4,038+73.0% | $3,635+92.2% | $4,740+47.4% |
| Participant deferral / active EE | $2,690 | $5,291-49.1% | $4,728-43.1% | $6,400-58.0% |
| Admin fee / account holder | $419 | $7,489-94.4% | $6,410-93.5% | $11,426-96.3% |