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 10-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 | $81,483 | $99,640-18.2% | $86,436-5.7% | $134,475-39.4% |
| Participation rate | 37.5% | 82.0%-44.5pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -16.79% | 6782.58%-6799.4pp | 4394.89%-4411.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,601 | $7,246-64.1% | $6,952-62.6% | $6,400-59.4% |
| Admin fee / account holder | $41,470 | $8,371+395.4% | $6,731+516.1% | $11,426+262.9% |