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 7-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 | $45,608 | $133,958-66.0% | $112,228-59.4% | $134,475-66.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -13.19% | 47.11%-60.3pp | 27.45%-40.6pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,050 | $4,038-49.2% | $3,635-43.6% | $4,740-56.7% |
| Participant deferral / active EE | $5,268 | $5,291-0.4% | $4,728+11.4% | $6,400-17.7% |
| Admin fee / account holder | $949 | $7,489-87.3% | $6,410-85.2% | $11,426-91.7% |