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 | $65,552 | $106,543-38.5% | $91,220-28.1% | $134,475-51.3% |
| Participation rate | 18.2% | 76.8%-58.6pp | 73.2%-55.0pp | 81.2%-63.0pp |
| Annual return | -15.85% | 160.60%-176.4pp | 114.01%-129.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $760 | $3,331-77.2% | $2,850-73.3% | $4,740-84.0% |
| Participant deferral / active EE | $1,365 | $4,719-71.1% | $4,234-67.8% | $6,400-78.7% |
| Admin fee / account holder | $590 | $6,231-90.5% | $5,420-89.1% | $11,426-94.8% |