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 | $39,900 | $54,350-26.6% | $82,719-51.8% | $68,494-41.7% |
| Participation rate | 68.6% | 63.9%+4.7pp | 72.6%-4.0pp | 67.9%+0.7pp |
| Annual return | -13.75% | -13.67%-0.1pp | 701.18%-714.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $682 | $2,218-69.3% | $3,009-77.3% | $2,596-73.7% |
| Participant deferral / active EE | $3,297 | $3,246+1.6% | $4,395-25.0% | $4,027-18.1% |
| Admin fee / account holder | $4,558 | $4,395+3.7% | $5,329-14.5% | $5,403-15.6% |