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 | $70,314 | $67,331+4.4% | $60,874+15.5% | $134,475-47.7% |
| Participation rate | 53.3% | 76.2%-22.8pp | 73.1%-19.8pp | 81.2%-27.9pp |
| Annual return | -20.15% | 49.93%-70.1pp | 16.90%-37.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,568 | $3,096-17.1% | $2,701-4.9% | $4,740-45.8% |
| Participant deferral / active EE | $8,398 | $4,538+85.0% | $3,817+120.0% | $6,400+31.2% |
| Admin fee / account holder | $886 | $4,582-80.7% | $3,224-72.5% | $11,426-92.2% |