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 10-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 | $45,947 | $106,543-56.9% | $91,220-49.6% | $134,475-65.8% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -18.07% | 160.60%-178.7pp | 114.01%-132.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,927 | $3,331-12.1% | $2,850+2.7% | $4,740-38.2% |
| Participant deferral / active EE | $1,841 | $4,719-61.0% | $4,234-56.5% | $6,400-71.2% |
| Admin fee / account holder | $2,489 | $6,231-60.1% | $5,420-54.1% | $11,426-78.2% |