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 | $104,123 | $67,331+54.6% | $60,874+71.0% | $134,475-22.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -17.40% | 49.93%-67.3pp | 16.90%-34.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,320 | $3,096-25.1% | $2,701-14.1% | $4,740-51.1% |
| Participant deferral / active EE | $13,200 | $4,538+190.9% | $3,817+245.8% | $6,400+106.3% |
| Admin fee / account holder | $10,053 | $4,582+119.4% | $3,224+211.8% | $11,426-12.0% |