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 | $16,884 | $99,640-83.1% | $86,436-80.5% | $134,475-87.4% |
| Participation rate | 60.9% | 82.0%-21.2pp | 80.3%-19.5pp | 81.2%-20.4pp |
| Annual return | -16.37% | 6782.58%-6799.0pp | 4394.89%-4411.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,351 | $7,246-40.0% | $6,952-37.4% | $6,400-32.0% |
| Admin fee / account holder | $1,369 | $8,371-83.6% | $6,731-79.7% | $11,426-88.0% |