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 | $50,603 | $100,754-49.8% | $86,677-41.6% | $134,475-62.4% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -18.14% | 29.04%-47.2pp | 35.91%-54.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,354 | $3,489-32.5% | $2,836-17.0% | $4,740-50.3% |
| Participant deferral / active EE | $5,701 | $5,338+6.8% | $4,656+22.5% | $6,400-10.9% |
| Admin fee / account holder | $607 | $10,926-94.4% | $7,493-91.9% | $11,426-94.7% |