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 | $41,584 | $138,044-69.9% | $125,339-66.8% | $134,475-69.1% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -19.03% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,921 | $5,243-25.2% | $4,814-18.5% | $4,740-17.3% |
| Participant deferral / active EE | $9,525 | $7,799+22.1% | $7,446+27.9% | $6,400+48.8% |
| Admin fee / account holder | $2,586 | $11,571-77.7% | $10,010-74.2% | $11,426-77.4% |