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 | $20,401 | $84,402-75.8% | $61,373-66.8% | $134,475-84.8% |
| Participation rate | 53.8% | 62.2%-8.4pp | 52.6%+1.3pp | 81.2%-27.4pp |
| Annual return | -16.40% | 584.55%-600.9pp | 338.61%-355.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,105 | $1,544-28.5% | $1,159-4.7% | $4,740-76.7% |
| Participant deferral / active EE | $1,136 | $2,819-59.7% | $2,125-46.5% | $6,400-82.2% |
| Admin fee / account holder | $461 | $2,585-82.2% | $2,130-78.3% | $11,426-96.0% |