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 | $69,388 | $92,703-25.2% | $82,719-16.1% | $134,475-48.4% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -18.44% | 944.92%-963.4pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,784 | $3,274-45.5% | $3,009-40.7% | $4,740-62.4% |
| Participant deferral / active EE | $4,345 | $4,802-9.5% | $4,395-1.1% | $6,400-32.1% |
| Admin fee / account holder | $320 | $5,983-94.7% | $5,329-94.0% | $11,426-97.2% |