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 10-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 | $52,432 | $69,763-24.8% | $67,502-22.3% | $74,495-29.6% |
| Participation rate | 53.4% | 71.4%-18.0pp | 72.9%-19.5pp | 67.2%-13.8pp |
| Annual return | 14.27% | -40.34%+54.6pp | 3512.12%-3497.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,527 | $2,704-43.5% | $2,731-44.1% | $2,623-41.8% |
| Participant deferral / active EE | $4,510 | $3,636+24.0% | $4,000+12.7% | $4,346+3.8% |
| Admin fee / account holder | $2,737 | $896+205.5% | $3,998-31.5% | $1,942+41.0% |