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 | $21,219 | $138,044-84.6% | $125,339-83.1% | $134,475-84.2% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -15.04% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,398 | $5,243-54.3% | $4,814-50.2% | $4,740-49.4% |
| Participant deferral / active EE | $4,837 | $7,799-38.0% | $7,446-35.0% | $6,400-24.4% |
| Admin fee / account holder | $15,171 | $11,571+31.1% | $10,010+51.6% | $11,426+32.8% |