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 | $12,920 | $106,543-87.9% | $91,220-85.8% | $134,475-90.4% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -20.98% | 160.60%-181.6pp | 114.01%-135.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,050 | $3,331-68.5% | $2,850-63.2% | $4,740-77.8% |
| Participant deferral / active EE | $3,439 | $4,719-27.1% | $4,234-18.8% | $6,400-46.3% |
| Admin fee / account holder | $4,389 | $6,231-29.6% | $5,420-19.0% | $11,426-61.6% |