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 | $44,699 | $54,350-17.8% | $82,719-46.0% | $68,494-34.7% |
| Participation rate | 52.2% | 63.9%-11.7pp | 72.6%-20.3pp | 67.9%-15.6pp |
| Annual return | -18.40% | -13.67%-4.7pp | 701.18%-719.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,029 | $2,218-8.5% | $3,009-32.6% | $2,596-21.9% |
| Participant deferral / active EE | $3,929 | $3,246+21.0% | $4,395-10.6% | $4,027-2.4% |
| Admin fee / account holder | $508 | $4,395-88.4% | $5,329-90.5% | $5,403-90.6% |