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 9-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 | $19,044 | $88,594-78.5% | $70,092-72.8% | $134,475-85.8% |
| Participation rate | 66.7% | 74.9%-8.3pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | -19.72% | 442.67%-462.4pp | 190.73%-210.5pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,415 | $3,233-56.2% | $2,559-44.7% | $4,740-70.1% |
| Participant deferral / active EE | $3,686 | $4,772-22.8% | $3,849-4.2% | $6,400-42.4% |
| Admin fee / account holder | $2,448 | $10,441-76.6% | $6,267-60.9% | $11,426-78.6% |