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 8-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 | $166,940 | $93,024+79.5% | $77,024+116.7% | $134,475+24.1% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -16.56% | 62.60%-79.2pp | 42.32%-58.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,836 | $3,418-17.0% | $2,812+0.8% | $4,740-40.2% |
| Participant deferral / active EE | $9,000 | $5,238+71.8% | $4,426+103.3% | $6,400+40.6% |
| Admin fee / account holder | $1,361 | $6,944-80.4% | $5,425-74.9% | $11,426-88.1% |