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 | $50,043 | $92,703-46.0% | $82,719-39.5% | $134,475-62.8% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -14.82% | 944.92%-959.7pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,816 | $3,274-44.5% | $3,009-39.6% | $4,740-61.7% |
| Participant deferral / active EE | $7,782 | $4,802+62.1% | $4,395+77.1% | $6,400+21.6% |
| Admin fee / account holder | $7,939 | $5,983+32.7% | $5,329+49.0% | $11,426-30.5% |