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 | $55,720 | $138,044-59.6% | $125,339-55.5% | $134,475-58.6% |
| Participation rate | 61.5% | 84.5%-22.9pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -19.69% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,784 | $5,243-46.9% | $4,814-42.2% | $4,740-41.3% |
| Participant deferral / active EE | $5,684 | $7,799-27.1% | $7,446-23.7% | $6,400-11.2% |
| Admin fee / account holder | $2,669 | $11,571-76.9% | $10,010-73.3% | $11,426-76.6% |