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 | $64,469 | $54,350+18.6% | $82,719-22.1% | $68,494-5.9% |
| Participation rate | 40.5% | 63.9%-23.4pp | 72.6%-32.0pp | 67.9%-27.3pp |
| Annual return | -18.64% | -13.67%-5.0pp | 701.18%-719.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,281 | $2,218-42.3% | $3,009-57.4% | $2,596-50.7% |
| Participant deferral / active EE | $2,184 | $3,246-32.7% | $4,395-50.3% | $4,027-45.8% |
| Admin fee / account holder | $3,429 | $4,395-22.0% | $5,329-35.7% | $5,403-36.5% |