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 | $68,562 | $147,727-53.6% | $115,756-40.8% | $134,475-49.0% |
| Participation rate | 58.3% | 80.4%-22.1pp | 77.1%-18.7pp | 81.2%-22.9pp |
| Annual return | -14.43% | 73.96%-88.4pp | 143.14%-157.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $4,507 | $4,713-4.4% | $3,793+18.8% | $4,740-4.9% |
| Participant deferral / active EE | $8,970 | $7,563+18.6% | $6,254+43.4% | $6,400+40.2% |
| Admin fee / account holder | $10,834 | $14,571-25.6% | $8,124+33.4% | $11,426-5.2% |