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 7-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 | $51,999 | $106,543-51.2% | $91,220-43.0% | $134,475-61.3% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -20.61% | 160.60%-181.2pp | 114.01%-134.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,689 | $3,331-19.3% | $2,850-5.6% | $4,740-43.3% |
| Participant deferral / active EE | $7,337 | $4,719+55.5% | $4,234+73.3% | $6,400+14.6% |
| Admin fee / account holder | $821 | $6,231-86.8% | $5,420-84.9% | $11,426-92.8% |