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 | $89,309 | $54,350+64.3% | $82,719+8.0% | $68,494+30.4% |
| Participation rate | 20.8% | 63.9%-43.1pp | 72.6%-51.8pp | 67.9%-47.1pp |
| Annual return | -19.28% | -13.67%-5.6pp | 701.18%-720.5pp | -7.84%-11.4pp |
| Employer contribution / active EE | $686 | $2,218-69.1% | $3,009-77.2% | $2,596-73.6% |
| Participant deferral / active EE | $1,712 | $3,246-47.3% | $4,395-61.0% | $4,027-57.5% |
| Admin fee / account holder | $5,980 | $4,395+36.0% | $5,329+12.2% | $5,403+10.7% |