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 | $25,904 | $92,703-72.1% | $82,719-68.7% | $134,475-80.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -15.05% | 944.92%-960.0pp | 701.18%-716.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $813 | $3,274-75.2% | $3,009-73.0% | $4,740-82.9% |
| Participant deferral / active EE | $1,630 | $4,802-66.1% | $4,395-62.9% | $6,400-74.5% |
| Admin fee / account holder | $8,080 | $5,983+35.1% | $5,329+51.6% | $11,426-29.3% |