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 | $91,810 | $92,703-1.0% | $82,719+11.0% | $134,475-31.7% |
| Participation rate | 44.4% | 75.2%-30.7pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -13.11% | 944.92%-958.0pp | 701.18%-714.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $476 | $3,274-85.5% | $3,009-84.2% | $4,740-90.0% |
| Participant deferral / active EE | $3,553 | $4,802-26.0% | $4,395-19.2% | $6,400-44.5% |
| Admin fee / account holder | $867 | $5,983-85.5% | $5,329-83.7% | $11,426-92.4% |