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 6-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 | $81,833 | $106,543-23.2% | $91,220-10.3% | $134,475-39.1% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -15.44% | 160.60%-176.0pp | 114.01%-129.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,604 | $3,331-51.8% | $2,850-43.7% | $4,740-66.2% |
| Participant deferral / active EE | $5,407 | $4,719+14.6% | $4,234+27.7% | $6,400-15.5% |
| Admin fee / account holder | $1,612 | $6,231-74.1% | $5,420-70.3% | $11,426-85.9% |