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 | $55,005 | $54,350+1.2% | $82,719-33.5% | $68,494-19.7% |
| Participation rate | 59.3% | 63.9%-4.7pp | 72.6%-13.3pp | 67.9%-8.6pp |
| Annual return | -13.96% | -13.67%-0.3pp | 701.18%-715.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,816 | $2,218-18.1% | $3,009-39.6% | $2,596-30.0% |
| Participant deferral / active EE | $3,248 | $3,246+0.1% | $4,395-26.1% | $4,027-19.3% |
| Admin fee / account holder | $5,000 | $4,395+13.7% | $5,329-6.2% | $5,403-7.5% |