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 | $87,497 | $92,703-5.6% | $82,719+5.8% | $134,475-34.9% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -16.73% | 944.92%-961.7pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,555 | $3,274-52.5% | $3,009-48.3% | $4,740-67.2% |
| Participant deferral / active EE | $6,451 | $4,802+34.3% | $4,395+46.8% | $6,400+0.8% |
| Admin fee / account holder | $1,688 | $5,983-71.8% | $5,329-68.3% | $11,426-85.2% |