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 10-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 | $81,318 | $138,044-41.1% | $125,339-35.1% | $134,475-39.5% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-13.9pp | 81.2%-12.8pp |
| Annual return | -19.61% | 750.33%-769.9pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,314 | $5,243-36.8% | $4,814-31.2% | $4,740-30.1% |
| Participant deferral / active EE | $9,164 | $7,799+17.5% | $7,446+23.1% | $6,400+43.2% |
| Admin fee / account holder | $992 | $11,571-91.4% | $10,010-90.1% | $11,426-91.3% |