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 | $24,649 | $82,664-70.2% | $125,339-80.3% | $68,494-64.0% |
| Participation rate | 58.5% | 75.0%-16.6pp | 82.4%-23.9pp | 67.9%-9.4pp |
| Annual return | -10.94% | -5.97%-5.0pp | 572.05%-583.0pp | -7.84%-3.1pp |
| Employer contribution / active EE | $4,160 | $3,381+23.0% | $4,814-13.6% | $2,596+60.2% |
| Participant deferral / active EE | $3,184 | $6,110-47.9% | $7,446-57.2% | $4,027-20.9% |
| Admin fee / account holder | $2,763 | $6,275-56.0% | $10,010-72.4% | $5,403-48.9% |