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 | $16,474 | $190,805-91.4% | $159,960-89.7% | $134,475-87.7% |
| Participation rate | 69.2% | 81.9%-12.7pp | 78.0%-8.7pp | 81.2%-12.0pp |
| Annual return | -15.24% | 552.23%-567.5pp | 408.60%-423.8pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,989 | $4,995-60.2% | $4,226-52.9% | $4,740-58.0% |
| Participant deferral / active EE | $6,903 | $6,923-0.3% | $6,182+11.6% | $6,400+7.9% |
| Admin fee / account holder | $16,622 | $10,471+58.7% | $8,698+91.1% | $11,426+45.5% |