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 | $13,322 | $88,594-85.0% | $70,092-81.0% | $134,475-90.1% |
| Participation rate | 60.0% | 74.9%-14.9pp | 70.5%-10.5pp | 81.2%-21.2pp |
| Annual return | -20.04% | 442.67%-462.7pp | 190.73%-210.8pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,999 | $3,233-38.2% | $2,559-21.9% | $4,740-57.8% |
| Participant deferral / active EE | $4,035 | $4,772-15.5% | $3,849+4.8% | $6,400-37.0% |
| Admin fee / account holder | $338 | $10,441-96.8% | $6,267-94.6% | $11,426-97.0% |