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 | $42,066 | $84,487-50.2% | $125,339-66.4% | $66,914-37.1% |
| Participation rate | 57.3% | 76.4%-19.1pp | 82.4%-25.1pp | 69.8%-12.5pp |
| Annual return | -14.87% | -8.39%-6.5pp | 572.05%-586.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,894 | $3,553-46.7% | $4,814-60.7% | $2,544-25.6% |
| Participant deferral / active EE | $6,549 | $6,781-3.4% | $7,446-12.1% | $4,237+54.6% |
| Admin fee / account holder | $5,485 | $685+700.8% | $10,010-45.2% | $593+824.6% |