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 | $63,605 | $92,703-31.4% | $82,719-23.1% | $134,475-52.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -13.18% | 944.92%-958.1pp | 701.18%-714.4pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,112 | $3,274-66.0% | $3,009-63.0% | $4,740-76.5% |
| Participant deferral / active EE | $6,487 | $4,802+35.1% | $4,395+47.6% | $6,400+1.4% |
| Admin fee / account holder | $388 | $5,983-93.5% | $5,329-92.7% | $11,426-96.6% |