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 | $84,296 | $99,640-15.4% | $86,436-2.5% | $134,475-37.3% |
| Participation rate | 36.8% | 82.0%-45.2pp | 80.3%-43.5pp | 81.2%-44.4pp |
| Annual return | -18.42% | 6782.58%-6801.0pp | 4394.89%-4413.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,254 | $4,400-71.5% | $3,769-66.7% | $4,740-73.5% |
| Participant deferral / active EE | $5,219 | $7,246-28.0% | $6,952-24.9% | $6,400-18.4% |
| Admin fee / account holder | $10,245 | $8,371+22.4% | $6,731+52.2% | $11,426-10.3% |