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 5-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 | $30,452 | $84,487-64.0% | $125,339-75.7% | $66,914-54.5% |
| Participation rate | 66.3% | 76.4%-10.1pp | 82.4%-16.0pp | 69.8%-3.5pp |
| Annual return | -15.47% | -8.39%-7.1pp | 572.05%-587.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,304 | $3,553-35.2% | $4,814-52.1% | $2,544-9.5% |
| Participant deferral / active EE | $5,477 | $6,781-19.2% | $7,446-26.4% | $4,237+29.3% |
| Admin fee / account holder | $12,936 | $685+1788.4% | $10,010+29.2% | $593+2080.5% |