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 | $51,927 | $82,286-36.9% | $68,791-24.5% | $134,475-61.4% |
| Participation rate | 56.3% | 75.1%-18.8pp | 69.0%-12.8pp | 81.2%-25.0pp |
| Annual return | -16.38% | -2.19%-14.2pp | -6.38%-10.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,781 | $3,301-46.1% | $2,655-32.9% | $4,740-62.4% |
| Participant deferral / active EE | $5,511 | $4,739+16.3% | $3,941+39.8% | $6,400-13.9% |
| Admin fee / account holder | $5,196 | $6,481-19.8% | $4,932+5.4% | $11,426-54.5% |