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 | $31,777 | $82,664-61.6% | $125,339-74.6% | $68,494-53.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -17.80% | -5.97%-11.8pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,240 | $3,381-33.8% | $4,814-53.5% | $2,596-13.7% |
| Participant deferral / active EE | $4,184 | $6,110-31.5% | $7,446-43.8% | $4,027+3.9% |
| Admin fee / account holder | $318 | $6,275-94.9% | $10,010-96.8% | $5,403-94.1% |