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 9-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 | $55,907 | $106,543-47.5% | $91,220-38.7% | $134,475-58.4% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -18.36% | 160.60%-179.0pp | 114.01%-132.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,205 | $3,331-3.8% | $2,850+12.4% | $4,740-32.4% |
| Participant deferral / active EE | $11,149 | $4,719+136.3% | $4,234+163.3% | $6,400+74.2% |
| Admin fee / account holder | $394 | $6,231-93.7% | $5,420-92.7% | $11,426-96.5% |