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 | $51,604 | $105,860-51.3% | $90,749-43.1% | $134,475-61.6% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -17.45% | -11.01%-6.4pp | -12.16%-5.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,218 | $3,462-64.8% | $2,921-58.3% | $4,740-74.3% |
| Participant deferral / active EE | $7,878 | $5,216+51.0% | $4,564+72.6% | $6,400+23.1% |
| Admin fee / account holder | $383 | $13,938-97.3% | $8,445-95.5% | $11,426-96.7% |