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 | $92,466 | $127,386-27.4% | $115,037-19.6% | $125,391-26.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -2.69% | 31.28%-34.0pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $2,883 | $5,166-44.2% | $4,608-37.4% | $4,866-40.7% |
| Participant deferral / active EE | $9,150 | $6,423+42.5% | $6,026+51.8% | $5,352+71.0% |
| Admin fee / account holder | $380 | $9,516-96.0% | $8,175-95.4% | $9,540-96.0% |