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 | $53,392 | $105,860-49.6% | $90,749-41.2% | $134,475-60.3% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | 43.33% | -11.01%+54.3pp | -12.16%+55.5pp | 417.96%-374.6pp |
| Employer contribution / active EE | $3,264 | $3,462-5.7% | $2,921+11.7% | $4,740-31.1% |
| Participant deferral / active EE | $8,258 | $5,216+58.3% | $4,564+80.9% | $6,400+29.0% |
| Admin fee / account holder | $318 | $13,938-97.7% | $8,445-96.2% | $11,426-97.2% |