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 9-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 | $106,851 | $138,065-22.6% | $123,544-13.5% | $135,375-21.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 0.72% | 153.68%-153.0pp | 119.20%-118.5pp | 519.73%-519.0pp |
| Employer contribution / active EE | $2,028 | $5,151-60.6% | $4,628-56.2% | $4,779-57.6% |
| Participant deferral / active EE | $3,318 | $6,799-51.2% | $6,426-48.4% | $5,609-40.8% |
| Admin fee / account holder | $13,100 | $10,916+20.0% | $9,284+41.1% | $10,827+21.0% |