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 | $45,291 | $175,600-74.2% | $129,110-64.9% | $134,475-66.3% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.3%-17.3pp | 81.2%-21.2pp |
| Annual return | -15.14% | -11.39%-3.8pp | -10.94%-4.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,240 | $6,355-33.3% | $5,052-16.1% | $4,740-10.5% |
| Participant deferral / active EE | $4,160 | $7,975-47.8% | $6,542-36.4% | $6,400-35.0% |
| Admin fee / account holder | $310,129 | $23,567+1215.9% | $14,302+2068.5% | $11,426+2614.3% |