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 9-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 | $57,185 | $84,402-32.2% | $61,373-6.8% | $134,475-57.5% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -18.97% | 584.55%-603.5pp | 338.61%-357.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $612 | $1,544-60.4% | $1,159-47.2% | $4,740-87.1% |
| Participant deferral / active EE | $2,952 | $2,819+4.7% | $2,125+38.9% | $6,400-53.9% |
| Admin fee / account holder | $1,610 | $2,585-37.7% | $2,130-24.4% | $11,426-85.9% |