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 | $53,551 | $92,703-42.2% | $82,719-35.3% | $134,475-60.2% |
| Participation rate | 61.9% | 75.2%-13.3pp | 72.6%-10.6pp | 81.2%-19.3pp |
| Annual return | -18.17% | 944.92%-963.1pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,084 | $3,274-5.8% | $3,009+2.5% | $4,740-34.9% |
| Participant deferral / active EE | $6,100 | $4,802+27.0% | $4,395+38.8% | $6,400-4.7% |
| Admin fee / account holder | $1,285 | $5,983-78.5% | $5,329-75.9% | $11,426-88.8% |